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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.14%
1,301
-119
127
$450K 0.13%
6,383
-579
128
$445K 0.13%
7,406
-86
129
$436K 0.13%
9,419
-180
130
$436K 0.13%
5,691
+13
131
$434K 0.13%
5,314
+7
132
$401K 0.12%
5,209
-1,563
133
$396K 0.12%
5,799
+246
134
$391K 0.12%
2,338
+96
135
$389K 0.12%
1,273
+4
136
$384K 0.12%
2,395
+450
137
$384K 0.12%
1,523
+114
138
$378K 0.11%
5,147
+820
139
$367K 0.11%
1,016
+362
140
$365K 0.11%
8,045
-1,308
141
$365K 0.11%
3,635
+26
142
$361K 0.11%
2,685
+3
143
$359K 0.11%
12,260
+245
144
$358K 0.11%
824
+84
145
$357K 0.11%
3,059
+189
146
$356K 0.11%
431
-3
147
$355K 0.11%
3,784
+327
148
$355K 0.11%
4,275
149
$353K 0.11%
1,850
-150
150
$349K 0.1%
9,445
-766
4 5
6
7 8