LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
-0.61%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+4.7%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
12.47%
Top 10 Holdings %
Top 10 Hldgs %
36.13%
Holding
208
New
14
Increased
101
Reduced
68
Closed
5
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$15M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$6.16M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.32M |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$1.38M |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
$1.15M |
Top Sells
| 1 |
Microsoft
MSFT
|
$325K |
| 2 |
Apple
AAPL
|
$306K |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$289K |
| 4 |
Exxon Mobil
XOM
|
$281K |
| 5 |
GE Aerospace
GE
|
$225K |
Sector Composition
| 1 | Consumer Discretionary | 9.84% |
| 2 | Technology | 8.13% |
| 3 | Financials | 3.06% |
| 4 | Consumer Staples | 2.88% |
| 5 | Healthcare | 2.16% |
