LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.08%
3,004
177
$299K 0.08%
926
+99
178
$298K 0.08%
10,052
-20
179
$298K 0.08%
961
+2
180
$294K 0.08%
1,052
+73
181
$292K 0.08%
12,624
-16,719
182
$289K 0.08%
836
-3
183
$288K 0.08%
+2,000
184
$286K 0.08%
4,334
185
$285K 0.08%
5,687
+1,491
186
$283K 0.08%
4,985
187
$280K 0.08%
+787
188
$279K 0.08%
374
+14
189
$278K 0.08%
418
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190
$275K 0.07%
1,094
+183
191
$275K 0.07%
1,948
+272
192
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+3,818
193
$271K 0.07%
3,990
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194
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2,268
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195
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537
196
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559
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197
$265K 0.07%
608
198
$263K 0.07%
3,439
+172
199
$261K 0.07%
3,645
-993
200
$256K 0.07%
8,146
-110
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