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
201
$254K 0.07%
2,685
-13
202
$253K 0.07%
5,061
-641
203
$247K 0.07%
874
204
$247K 0.07%
1,474
-25
205
$246K 0.07%
20,450
-2,330
206
$243K 0.07%
427
-25
207
$241K 0.07%
4,749
+28
208
$236K 0.06%
3,613
-1,306
209
$235K 0.06%
1,981
-115
210
$234K 0.06%
2,326
+12
211
$232K 0.06%
2,320
-235
212
$231K 0.06%
+477
213
$225K 0.06%
3,068
214
$221K 0.06%
4,839
-115
215
$218K 0.06%
8,814
+43
216
$210K 0.06%
3,184
-486
217
$210K 0.06%
2,777
-1,087
218
$207K 0.06%
+2,236
219
$207K 0.06%
1,478
+3
220
$203K 0.06%
+7,700
221
$203K 0.06%
+863
222
$202K 0.05%
+5,098
223
$202K 0.05%
+2,461
224
$150K 0.04%
14,969
225
$150K 0.04%
11,395
-1,286
6 7 8
9
10