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
$414M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.91M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.69M
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$1.4M

Top Sells

1
+$763K
2
+$690K
3
+$455K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$379K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Consumer Discretionary 7.13%
2 Technology 6.61%
3 Financials 2.92%
4 Consumer Staples 2.39%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWS icon
151
iShares Russell Mid-Cap Value ETF
IWS
$15B
$457K 0.11%
3,112
+87
IOO icon
152
iShares Global 100 ETF
IOO
$8.12B
$444K 0.11%
3,442
+77
PLTR icon
153
Palantir
PLTR
$407B
$439K 0.11%
2,448
-500
NOBL icon
154
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$436K 0.11%
4,054
TSM icon
155
TSMC
TSM
$1.78T
$429K 0.1%
1,294
+242
XLP icon
156
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$428K 0.1%
5,340
+10
VOE icon
157
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$426K 0.1%
2,326
XMHQ icon
158
Invesco S&P MidCap Quality ETF
XMHQ
$5.34B
$424K 0.1%
+3,945
BINC icon
159
BlackRock Flexible Income ETF
BINC
$15.6B
$423K 0.1%
+7,991
VIGI icon
160
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$403K 0.1%
4,297
DGRW icon
161
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$402K 0.1%
4,394
+126
DAL icon
162
Delta Air Lines
DAL
$46B
$392K 0.09%
5,520
+63
LQD icon
163
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
$386K 0.09%
+3,494
IHDG icon
164
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.41B
$382K 0.09%
7,500
FLDR icon
165
Fidelity Low Duration Bond Factor ETF
FLDR
$1.25B
$382K 0.09%
7,604
+1,917
AEE icon
166
Ameren
AEE
$28.1B
$372K 0.09%
3,713
+26
BSCR icon
167
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.48B
$369K 0.09%
18,700
VTEB icon
168
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$365K 0.09%
7,221
+2,160
XLK icon
169
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$359K 0.09%
2,445
+497
LVHD icon
170
Franklin US Low Volatility High Dividend Index ETF
LVHD
$590M
$356K 0.09%
8,791
+821
GE icon
171
GE Aerospace
GE
$343B
$355K 0.09%
1,094
SBUX icon
172
Starbucks
SBUX
$106B
$354K 0.09%
3,934
+4
CAT icon
173
Caterpillar
CAT
$303B
$352K 0.09%
559
ELV icon
174
Elevance Health
ELV
$83.3B
$349K 0.08%
930
+4
DVY icon
175
iShares Select Dividend ETF
DVY
$21.8B
$348K 0.08%
2,393
-297
5 6
7
8 9