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
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.11%
1,915
152
$286K 0.11%
517
-34
153
$285K 0.11%
10,587
+1,991
154
$281K 0.1%
5,169
155
$276K 0.1%
93
156
$275K 0.1%
2,000
157
$274K 0.1%
586
+90
158
$274K 0.1%
3,513
-632
159
$269K 0.1%
+4,650
160
$266K 0.1%
25,432
-2,236
161
$259K 0.1%
999
162
$259K 0.1%
7,167
-336
163
$257K 0.09%
861
164
$248K 0.09%
2,247
+455
165
$247K 0.09%
5,207
-950
166
$243K 0.09%
3,545
+590
167
$235K 0.09%
1,179
-22
168
$234K 0.09%
3,999
+2
169
$228K 0.08%
+6,521
170
$228K 0.08%
1,033
-42
171
$221K 0.08%
664
-71
172
$220K 0.08%
2,064
-180
173
$211K 0.08%
2,394
174
$209K 0.08%
1,200
-16
175
$209K 0.08%
+2,100
4 5 6
7
8