LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.08%
+5,702
177
$276K 0.08%
3,796
-9,030
178
$276K 0.08%
+4,341
179
$273K 0.08%
10,072
-44,770
180
$268K 0.08%
5,456
+49
181
$268K 0.08%
3,864
+13
182
$263K 0.08%
4,985
-535
183
$258K 0.08%
+417
184
$258K 0.08%
22,780
185
$258K 0.08%
874
-25
186
$254K 0.08%
4,334
-200
187
$254K 0.08%
452
188
$250K 0.08%
5,786
-2,259
189
$249K 0.08%
537
190
$246K 0.07%
+2,030
191
$245K 0.07%
1,700
192
$242K 0.07%
2,698
-200
193
$241K 0.07%
608
194
$241K 0.07%
1,791
195
$240K 0.07%
+2,555
196
$239K 0.07%
+4,721
197
$239K 0.07%
+360
198
$234K 0.07%
+602
199
$233K 0.07%
+2,314
200
$229K 0.07%
2,096
-577
5 6 7
8
9