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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$618K 0.19%
1,181
-4
102
$610K 0.18%
32,802
-249
103
$609K 0.18%
10,865
-1
104
$596K 0.18%
5,762
+695
105
$590K 0.18%
4,445
-211
106
$578K 0.17%
4,036
-46
107
$577K 0.17%
2,000
108
$562K 0.17%
22,347
+3,829
109
$556K 0.17%
+21,512
110
$552K 0.17%
11,987
+203
111
$533K 0.16%
3,187
-50
112
$511K 0.15%
1,973
+64
113
$511K 0.15%
2,528
-201
114
$506K 0.15%
4,327
115
$505K 0.15%
6,601
-412
116
$486K 0.15%
6,993
+373
117
$485K 0.15%
6,473
+20
118
$484K 0.15%
3,232
119
$483K 0.15%
1,576
-516
120
$481K 0.14%
11,530
-1,293
121
$480K 0.14%
2,025
-45
122
$477K 0.14%
2,408
123
$473K 0.14%
2,747
124
$469K 0.14%
12,082
+68
125
$467K 0.14%
9,374
+917
3 4
5
6 7