LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
1-Year Return
12.38%
This Quarter Return
+6.47%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$330M
AUM Growth
-$3.11M
(-0.93%)
Cap. Flow
-$21.5M
Cap. Flow
% of AUM
-6.52%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
223
New
22
Increased
88
Reduced
86
Closed
8
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.87M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.13M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$4M |
| 4 |
Capital Group Growth ETF
CGGR
|
$3.94M |
| 5 |
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% |
