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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$260K 0.08%
536
-44
177
$259K 0.08%
+4,970
178
$256K 0.08%
22,780
179
$255K 0.08%
1,033
180
$249K 0.08%
4,760
-977
181
$243K 0.07%
3,288
-251
182
$238K 0.07%
1,084
-48
183
$232K 0.07%
+2,870
184
$232K 0.07%
1,892
-76
185
$231K 0.07%
15,844
-12,814
186
$230K 0.07%
4,398
-8
187
$225K 0.07%
1,853
-1,040
188
$223K 0.07%
608
189
$222K 0.07%
1,200
190
$222K 0.07%
1,700
-9
191
$222K 0.07%
2,394
192
$218K 0.07%
602
-50
193
$216K 0.07%
4,975
194
$215K 0.07%
1,784
-172
195
$215K 0.07%
+7,781
196
$215K 0.07%
6,592
+16
197
$210K 0.06%
+2,778
198
$206K 0.06%
1,782
-15
199
$206K 0.06%
+887
200
$205K 0.06%
6,723
-801
5 6 7
8
9