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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$272K 0.08%
+5,493
177
$270K 0.08%
4,382
-753
178
$269K 0.08%
+2,797
179
$266K 0.08%
3,148
+370
180
$258K 0.08%
3,299
+11
181
$256K 0.08%
22,780
182
$248K 0.07%
452
-175
183
$244K 0.07%
3,052
+182
184
$240K 0.07%
537
+1
185
$237K 0.07%
476
-29
186
$237K 0.07%
1,791
-101
187
$236K 0.07%
5,407
+1
188
$234K 0.07%
1,807
-46
189
$228K 0.07%
2,472
+78
190
$224K 0.07%
8,036
+255
191
$224K 0.07%
899
-185
192
$222K 0.07%
14,568
-1,276
193
$222K 0.07%
1,700
194
$216K 0.06%
+3,099
195
$214K 0.06%
919
-114
196
$207K 0.06%
+5,709
197
$207K 0.06%
3,834
-926
198
$205K 0.06%
4,975
199
$204K 0.06%
1,539
-243
200
$203K 0.06%
608
5 6 7
8
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