LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.11%
2,687
+2
152
$352K 0.11%
3,662
+27
153
$344K 0.1%
3,195
+398
154
$340K 0.1%
4,638
-300
155
$338K 0.1%
7,500
156
$334K 0.1%
429
-2
157
$327K 0.1%
88
158
$326K 0.1%
7,070
+115
159
$322K 0.1%
827
+3
160
$321K 0.1%
1,029
-152
161
$319K 0.1%
4,326
-821
162
$314K 0.1%
10,120
+186
163
$313K 0.09%
6,127
+504
164
$311K 0.09%
3,397
-18
165
$307K 0.09%
959
-41
166
$305K 0.09%
4,919
-536
167
$302K 0.09%
4,359
-23
168
$302K 0.09%
3,309
+10
169
$296K 0.09%
+3,684
170
$295K 0.09%
8,256
-1,189
171
$293K 0.09%
8,936
+900
172
$288K 0.09%
839
173
$284K 0.09%
3,396
+344
174
$284K 0.09%
3,004
+532
175
$280K 0.08%
1,088
-337
5 6
7
8 9