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
201
$222K 0.07%
+979
202
$220K 0.07%
3,670
-164
203
$219K 0.07%
1,499
-40
204
$214K 0.06%
+3,267
205
$213K 0.06%
4,954
-21
206
$212K 0.06%
+1,676
207
$212K 0.06%
+3,068
208
$212K 0.06%
+1,932
209
$210K 0.06%
+4,196
210
$207K 0.06%
+5,201
211
$206K 0.06%
+8,771
212
$202K 0.06%
911
-8
213
$200K 0.06%
+1,475
214
$166K 0.05%
12,681
-1,887
215
$147K 0.04%
14,969
216
– –
-5,493
217
– –
-1,807
218
– –
-476
219
– –
-15,608
220
– –
-10,042
221
– –
-5,709
222
– –
-12,260
223
– –
-3,099
5 6 7 8
9