LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.14%
5,730
+18
127
$508K 0.14%
29,624
-2,916
128
$489K 0.13%
7,409
-6
129
$476K 0.13%
3,060
+1
130
$466K 0.13%
3,275
+52
131
$456K 0.12%
9,770
-443
132
$449K 0.12%
1,508
-40
133
$447K 0.12%
1,308
+15
134
$438K 0.12%
5,248
+18
135
$427K 0.12%
5,469
-328
136
$423K 0.11%
+3,025
137
$418K 0.11%
4,054
-2,650
138
$418K 0.11%
5,330
+8
139
$408K 0.11%
9,050
+19
140
$406K 0.11%
2,326
+81
141
$404K 0.11%
3,365
+170
142
$403K 0.11%
1,103
-150
143
$385K 0.1%
1,865
-10
144
$385K 0.1%
4,297
145
$385K 0.1%
3,687
+25
146
$383K 0.1%
2,465
-56
147
$382K 0.1%
2,690
+3
148
$380K 0.1%
4,268
+872
149
$378K 0.1%
88
150
$376K 0.1%
1,282
+5
4 5
6
7 8