LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$454K 0.14%
2,408
127
$453K 0.14%
+16,861
128
$450K 0.14%
2,316
+665
129
$448K 0.14%
5,797
-804
130
$447K 0.14%
3,223
+322
131
$445K 0.13%
2,434
+488
132
$433K 0.13%
3,059
133
$433K 0.13%
7,415
+9
134
$431K 0.13%
5,322
+8
135
$429K 0.13%
1,548
+25
136
$426K 0.13%
1,253
-323
137
$415K 0.13%
5,230
+21
138
$402K 0.12%
2,948
-200
139
$401K 0.12%
+9,932
140
$394K 0.12%
1,277
+4
141
$387K 0.12%
4,297
+22
142
$377K 0.11%
4,011
+227
143
$375K 0.11%
5,392
-991
144
$373K 0.11%
9,031
+1,519
145
$372K 0.11%
8,021
-1,398
146
$369K 0.11%
2,245
-150
147
$367K 0.11%
18,700
+3,500
148
$366K 0.11%
1,875
+25
149
$362K 0.11%
2,920
-4
150
$361K 0.11%
2,521
-666
4 5
6
7 8