LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$369K 0.1%
18,700
152
$368K 0.1%
3,869
-142
153
$361K 0.1%
+14,421
154
$346K 0.09%
7,500
155
$344K 0.09%
4,626
+300
156
$335K 0.09%
4,730
-662
157
$334K 0.09%
7,197
+127
158
$333K 0.09%
3,930
+533
159
$330K 0.09%
955
-74
160
$329K 0.09%
7,970
+2,769
161
$329K 0.09%
432
+3
162
$329K 0.09%
1,094
+6
163
$326K 0.09%
2,844
-76
164
$322K 0.09%
1,656
-778
165
$322K 0.09%
10,292
+172
166
$316K 0.09%
7,201
+1,415
167
$313K 0.08%
3,786
+102
168
$310K 0.08%
5,457
+1
169
$308K 0.08%
4,017
+221
170
$308K 0.08%
8,936
171
$306K 0.08%
6,141
+14
172
$306K 0.08%
1,797
+6
173
$304K 0.08%
6,468
-1,553
174
$301K 0.08%
1,700
175
$301K 0.08%
4,399
+40
5 6
7
8 9