LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
+1.52%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(+7.3%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
6.75%
Top 10 Holdings %
Top 10 Hldgs %
36.48%
Holding
190
New
14
Increased
76
Reduced
75
Closed
8
Top Buys
| 1 |
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
|
$4.36M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$2.33M |
| 3 |
NVIDIA
NVDA
|
$2.12M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.69M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.61M |
Top Sells
| 1 |
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
|
$3.91M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$632K |
| 3 |
Apple
AAPL
|
$449K |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
$304K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$269K |
Sector Composition
| 1 | Consumer Discretionary | 11.39% |
| 2 | Technology | 8.81% |
| 3 | Consumer Staples | 3.13% |
| 4 | Financials | 3.1% |
| 5 | Healthcare | 2.59% |
