LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$619K 0.19%
2,246
-92
102
$614K 0.19%
2,555
+27
103
$614K 0.19%
48,358
+330
104
$605K 0.18%
21,866
-15,956
105
$604K 0.18%
4,574
-42
106
$598K 0.18%
4,393
-52
107
$590K 0.18%
32,540
-262
108
$566K 0.17%
8,847
+3,048
109
$560K 0.17%
7,562
+569
110
$557K 0.17%
19,349
-2,998
111
$548K 0.17%
1,921
-707
112
$529K 0.16%
2,747
113
$528K 0.16%
3,224
-8
114
$523K 0.16%
1,231
+215
115
$522K 0.16%
11,035
-495
116
$520K 0.16%
2,030
+5
117
$511K 0.15%
4,327
118
$510K 0.15%
12,148
+66
119
$498K 0.15%
9,511
+137
120
$481K 0.15%
6,473
121
$480K 0.15%
7,872
+1,705
122
$472K 0.14%
5,712
+21
123
$472K 0.14%
10,213
-1,774
124
$471K 0.14%
7,362
+2,177
125
$459K 0.14%
1,293
-8
3 4
5
6 7