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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$345K 0.1%
1,000
-3
152
$342K 0.1%
6,167
+1,197
153
$341K 0.1%
2,901
+242
154
$339K 0.1%
9,934
-121
155
$336K 0.1%
88
+1
156
$335K 0.1%
3,415
-5
157
$333K 0.1%
1,946
+342
158
$326K 0.1%
7,500
159
$320K 0.1%
5,185
+496
160
$318K 0.1%
5,455
-425
161
$311K 0.09%
1,651
+451
162
$311K 0.09%
6,955
+87
163
$310K 0.09%
4,868
164
$304K 0.09%
2,898
-116
165
$304K 0.09%
5,520
-15
166
$298K 0.09%
15,200
167
$293K 0.09%
839
-47
168
$289K 0.09%
2,924
-1,094
169
$289K 0.09%
+7,512
170
$288K 0.09%
5,623
-89
171
$285K 0.09%
+1,425
172
$280K 0.08%
2,673
-374
173
$274K 0.08%
10,042
-5,349
174
$273K 0.08%
3,851
-303
175
$272K 0.08%
4,534
+136
5 6
7
8 9