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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.11%
3,419
-94
152
$332K 0.11%
7,317
+4
153
$329K 0.11%
5,737
-3,204
154
$326K 0.1%
5,595
+50
155
$324K 0.1%
+13,800
156
$321K 0.1%
1,915
157
$321K 0.1%
650
-35
158
$321K 0.1%
1,956
+55
159
$318K 0.1%
4,980
+330
160
$317K 0.1%
512
-5
161
$313K 0.1%
+3,582
162
$310K 0.1%
6,106
-398
163
$293K 0.09%
93
164
$289K 0.09%
9,956
-3,851
165
$287K 0.09%
2,996
-531
166
$282K 0.09%
4,520
+521
167
$282K 0.09%
1,001
+2
168
$280K 0.09%
2,389
+142
169
$280K 0.09%
1,033
170
$277K 0.09%
5,205
-2
171
$272K 0.09%
22,780
-2,652
172
$266K 0.08%
1,968
-30
173
$260K 0.08%
+5,097
174
$255K 0.08%
652
-12
175
$251K 0.08%
+4,700
4 5 6
7
8