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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$417K 0.13%
9,291
+147
127
$412K 0.13%
2,090
-111
128
$404K 0.13%
3,458
-351
129
$400K 0.13%
+14,830
130
$399K 0.13%
8,540
+156
131
$396K 0.13%
4,114
-121
132
$391K 0.12%
1,421
-36
133
$390K 0.12%
2,262
-78
134
$385K 0.12%
434
-1
135
$384K 0.12%
739
-67
136
$363K 0.12%
1,359
+172
137
$362K 0.12%
4,977
+1,432
138
$362K 0.12%
2,680
+3
139
$354K 0.11%
2,893
-315
140
$352K 0.11%
4,685
+203
141
$350K 0.11%
4,142
-96
142
$350K 0.11%
1,264
+5
143
$344K 0.11%
5,169
144
$343K 0.11%
7,500
145
$342K 0.11%
6,060
+79
146
$341K 0.11%
893
+32
147
$339K 0.11%
580
-6
148
$337K 0.11%
3,203
-26
149
$337K 0.11%
2,000
150
$335K 0.11%
892
+17
4 5
6
7 8