LWM

LongView Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$599K 0.18%
+1,185
102
$593K 0.18%
8,599
+1,275
103
$587K 0.18%
+10,202
104
$585K 0.18%
10,866
+97
105
$581K 0.18%
4,327
106
$579K 0.18%
2,000
107
$574K 0.18%
7,603
+288
108
$565K 0.17%
2,729
+54
109
$564K 0.17%
12,823
+1,408
110
$543K 0.17%
6,772
+23
111
$542K 0.17%
2,408
112
$533K 0.16%
11,784
+593
113
$527K 0.16%
4,656
+87
114
$524K 0.16%
7,013
+1,183
115
$522K 0.16%
2,747
116
$520K 0.16%
2,242
-20
117
$519K 0.16%
3,232
118
$510K 0.16%
5,067
+64
119
$486K 0.15%
2,070
-93
120
$476K 0.15%
6,962
-76
121
$469K 0.14%
3,237
-440
122
$459K 0.14%
+18,518
123
$455K 0.14%
6,620
+1,640
124
$449K 0.14%
1,420
-1
125
$447K 0.14%
4,018
-96
3 4
5
6 7