LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.31M
3
+$1.7M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.6M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$947K

Top Sells

1
+$3.91M
2
+$587K
3
+$398K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$305K
5
VB icon
Vanguard Small-Cap ETF
VB
+$271K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K 0.08%
5,322
-149
177
$203K 0.08%
4,458
-96
178
$203K 0.07%
+608
179
$201K 0.07%
2,570
-2
180
$201K 0.07%
+4,406
181
$123K 0.05%
14,969
-5,612
182
$80.6K 0.03%
+10,832
183
– –
-1,082
184
– –
-13,000
185
– –
-858
186
– –
-3,051
187
– –
-5,682
188
– –
-431
189
– –
-11,500
190
– –
-404,801
4 5 6 7
8