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
$414M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.91M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.69M
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$1.4M

Top Sells

1
+$763K
2
+$690K
3
+$455K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$379K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Consumer Discretionary 7.13%
2 Technology 6.61%
3 Financials 2.92%
4 Consumer Staples 2.39%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
176
Chevron
CVX
$332B
$347K 0.08%
2,137
-328
BEPC icon
177
Brookfield Renewable
BEPC
$7.09B
$346K 0.08%
8,936
CSCO icon
178
Cisco
CSCO
$297B
$343K 0.08%
4,640
+241
GOVT icon
179
iShares US Treasury Bond ETF
GOVT
$33.7B
$341K 0.08%
14,790
+2,166
SIHY icon
180
Harbor Scientific Alpha High-Yield ETF
SIHY
$169M
$340K 0.08%
7,410
+213
ADP icon
181
Automatic Data Processing
ADP
$105B
$340K 0.08%
1,292
+10
BND icon
182
Vanguard Total Bond Market
BND
$147B
$337K 0.08%
4,545
-81
SCZ icon
183
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$336K 0.08%
4,172
+155
INSM icon
184
Insmed
INSM
$34.4B
$335K 0.08%
2,000
EPD icon
185
Enterprise Products Partners
EPD
$71.2B
$332K 0.08%
10,337
+45
GLD icon
186
SPDR Gold Trust
GLD
$157B
$331K 0.08%
785
-2
IWB icon
187
iShares Russell 1000 ETF
IWB
$46.8B
$329K 0.08%
864
-239
BIV icon
188
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$329K 0.08%
4,220
-1,249
UNH icon
189
UnitedHealth
UNH
$300B
$326K 0.08%
956
+1
MSTR icon
190
Strategy Inc
MSTR
$50.3B
$324K 0.08%
2,000
IMCG icon
191
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
$323K 0.08%
3,897
+111
GLDM icon
192
SPDR Gold MiniShares Trust
GLDM
$27.2B
$320K 0.08%
3,524
+85
VLO icon
193
Valero Energy
VLO
$56B
$317K 0.08%
1,767
-30
IUSV icon
194
iShares Core S&P US Value ETF
IUSV
$24.7B
$316K 0.08%
3,004
CGXU icon
195
Capital Group International Focus Equity ETF
CGXU
$4.65B
$314K 0.08%
10,073
+21
FSTA icon
196
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.38B
$313K 0.08%
6,157
+16
AZO icon
197
AutoZone
AZO
$58.4B
$310K 0.07%
88
VGT icon
198
Vanguard Information Technology ETF
VGT
$114B
$306K 0.07%
399
+25
RTX icon
199
RTX Corp
RTX
$271B
$305K 0.07%
1,575
+101
DIS icon
200
Walt Disney
DIS
$199B
$303K 0.07%
2,683
-161
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8
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