LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
-0.87%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+1.6%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
34.87%
Holding
212
New
9
Increased
97
Reduced
78
Closed
11
Top Buys
| 1 |
Fidelity Enhanced Mid Cap ETF
FMDE
|
$2.27M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.35M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$798K |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
$793K |
| 5 |
Aflac
AFL
|
$772K |
Top Sells
| 1 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$574K |
| 2 |
Apple
AAPL
|
$472K |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$446K |
| 4 |
Wells Fargo
WFC
|
$427K |
| 5 |
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% |
