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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.13%
5,678
+32
127
$441K 0.13%
7,492
-615
128
$435K 0.13%
9,599
-237
129
$432K 0.13%
12,014
+56
130
$427K 0.13%
6,082
+22
131
$427K 0.13%
18,150
+28
132
$417K 0.13%
5,307
+9
133
$409K 0.12%
8,457
+1,140
134
$403K 0.12%
15,391
-2,732
135
$395K 0.12%
1,409
+50
136
$383K 0.12%
10,211
+107
137
$382K 0.12%
2,000
-90
138
$374K 0.11%
9,353
+62
139
$371K 0.11%
1,269
+5
140
$366K 0.11%
5,880
+1,360
141
$363K 0.11%
5,553
+576
142
$352K 0.11%
2,682
+2
143
$351K 0.11%
3,047
-411
144
$342K 0.1%
+4,275
145
$337K 0.1%
2,659
+270
146
$335K 0.1%
434
147
$331K 0.1%
12,015
-6,947
148
$330K 0.1%
627
-23
149
$329K 0.1%
+2,870
150
$327K 0.1%
5,406
-700
4 5
6
7 8