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
$398M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.89M
3
+$1.47M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.1M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.07M

Top Sells

1
+$3.72M
2
+$2.87M
3
+$2.36M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.36M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.29M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 6.16%
3 Financials 2.63%
4 Consumer Staples 2.32%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
176
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$356K 0.09%
4,590
+370
FENY icon
177
Fidelity MSCI Energy Index ETF
FENY
$1.88B
$355K 0.09%
11,376
+2,120
IMCG icon
178
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.43B
$343K 0.09%
4,015
+118
SIHY icon
179
Harbor Ares Systematic High Yield ETF
SIHY
$144M
$342K 0.09%
7,524
+114
VBR icon
180
Vanguard Small-Cap Value ETF
VBR
$34.8B
$338K 0.08%
1,483
-3,125
GE icon
181
GE Aerospace
GE
$318B
$336K 0.08%
1,058
-36
VOE icon
182
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$334K 0.08%
1,751
-575
CGXU icon
183
Capital Group International Focus Equity ETF
CGXU
$5.45B
$330K 0.08%
10,285
+212
CVX icon
184
Chevron
CVX
$366B
$329K 0.08%
1,757
-380
BEPC icon
185
Brookfield Renewable
BEPC
$7.72B
$325K 0.08%
7,641
-1,295
VGT icon
186
Vanguard Information Technology ETF
VGT
$121B
$320K 0.08%
415
+16
IUSV icon
187
iShares Core S&P US Value ETF
IUSV
$25.3B
$317K 0.08%
3,004
FSTA icon
188
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.44B
$316K 0.08%
6,054
-103
BND icon
189
Vanguard Total Bond Market
BND
$152B
$314K 0.08%
4,244
-301
AMLP icon
190
Alerian MLP ETF
AMLP
$11.8B
$311K 0.08%
6,032
+337
INSM icon
191
Insmed
INSM
$31.2B
$307K 0.08%
2,000
VZ icon
192
Verizon
VZ
$195B
$307K 0.08%
6,742
-589
IWB icon
193
iShares Russell 1000 ETF
IWB
$46.2B
$300K 0.08%
788
-76
RTX icon
194
RTX Corp
RTX
$264B
$299K 0.08%
1,476
-99
GLD icon
195
SPDR Gold Trust
GLD
$164B
$298K 0.07%
670
-115
THRO
196
iShares U.S. Thematic Rotation Active ETF
THRO
$8.17B
$294K 0.07%
7,501
+1,512
DFAT icon
197
Dimensional US Targeted Value ETF
DFAT
$13.5B
$293K 0.07%
4,500
-9,600
FCOM icon
198
Fidelity MSCI Communication Services Index ETF
FCOM
$1.78B
$292K 0.07%
3,971
+10
MO icon
199
Altria Group
MO
$107B
$292K 0.07%
4,444
-190
VIGI icon
200
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
$286K 0.07%
3,097
-1,200
6 7
8
9 10