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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$326K 0.1%
7,500
152
$322K 0.1%
3,609
+27
153
$317K 0.1%
3,457
+461
154
$315K 0.1%
10,055
+2,177
155
$315K 0.1%
1,945
+30
156
$313K 0.1%
6,868
-1,672
157
$312K 0.1%
3,420
+1
158
$311K 0.09%
4,327
-358
159
$304K 0.09%
5,135
-70
160
$301K 0.09%
886
-7
161
$299K 0.09%
3,014
-189
162
$298K 0.09%
4,154
+12
163
$296K 0.09%
15,200
+2,500
164
$294K 0.09%
5,535
-60
165
$294K 0.09%
+6,990
166
$288K 0.09%
+4,689
167
$286K 0.09%
+1,604
168
$285K 0.09%
1,003
+2
169
$282K 0.09%
5,712
+615
170
$281K 0.09%
4,868
-301
171
$279K 0.08%
87
-6
172
$273K 0.08%
740
+1
173
$264K 0.08%
4,700
174
$263K 0.08%
505
-7
175
$262K 0.08%
654
-238
5 6
7
8 9