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
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.14%
8,384
-234
127
$377K 0.14%
9,144
-18
128
$376K 0.14%
+3,337
129
$376K 0.14%
2,340
-40
130
$374K 0.14%
11,890
+70
131
$369K 0.14%
3,229
-95
132
$363K 0.13%
18,097
+1,337
133
$355K 0.13%
+5,981
134
$342K 0.13%
7,500
135
$338K 0.12%
1,706
-631
136
$324K 0.12%
2,677
+3
137
$324K 0.12%
3,527
-688
138
$323K 0.12%
4,482
-89
139
$319K 0.12%
875
+68
140
$313K 0.12%
1,998
141
$309K 0.11%
6,504
-200
142
$308K 0.11%
1,901
-445
143
$305K 0.11%
+10,656
144
$302K 0.11%
685
-10
145
$301K 0.11%
7,313
+4
146
$301K 0.11%
1,259
+346
147
$300K 0.11%
+4,238
148
$299K 0.11%
5,545
-3,055
149
$297K 0.11%
1,187
+65
150
$290K 0.11%
3,931
+7
4 5
6
7 8