LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$683K 0.19%
2,664
+109
102
$679K 0.18%
11,106
+115
103
$656K 0.18%
4,670
+96
104
$652K 0.18%
48,705
+347
105
$650K 0.18%
2,165
+135
106
$644K 0.17%
2,000
107
$639K 0.17%
2,103
-37
108
$638K 0.17%
21,922
+56
109
$624K 0.17%
3,288
-1,190
110
$601K 0.16%
10,500
111
$598K 0.16%
12,201
+53
112
$580K 0.16%
1,886
-35
113
$571K 0.15%
7,813
+1,340
114
$565K 0.15%
12,782
+2,850
115
$564K 0.15%
+22,297
116
$564K 0.15%
3,224
117
$564K 0.15%
4,209
-184
118
$561K 0.15%
10,878
-157
119
$555K 0.15%
4,327
120
$546K 0.15%
2,506
+98
121
$541K 0.15%
10,036
+525
122
$538K 0.15%
2,948
123
$535K 0.14%
8,000
-847
124
$526K 0.14%
2,512
-235
125
$519K 0.14%
7,987
+115
3 4
5
6 7