LWM

LongView Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.08%
+12,700
177
$250K 0.08%
+1,132
178
$249K 0.08%
+1,709
179
$236K 0.08%
6,576
+55
180
$235K 0.07%
+3,450
181
$234K 0.07%
+7,524
182
$229K 0.07%
3,539
-392
183
$229K 0.07%
+7,878
184
$229K 0.07%
2,394
185
$228K 0.07%
1,200
186
$225K 0.07%
4,406
187
$225K 0.07%
+1,192
188
$218K 0.07%
+1,797
189
$213K 0.07%
4,975
-347
190
$210K 0.07%
608
191
$206K 0.07%
6,567
-600
192
$206K 0.07%
+431
193
$204K 0.07%
2,434
-136
194
$150K 0.05%
14,969
195
– –
-2,229
196
– –
-10,832
197
– –
-1,179
198
– –
-5,500
4 5 6 7
8