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
$414M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.85M
3
+$1.74M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.67M
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$1.39M

Top Sells

1
+$753K
2
+$658K
3
+$449K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$357K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Consumer Discretionary 7.13%
2 Technology 6.61%
3 Financials 3.19%
4 Consumer Staples 2.39%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
201
Sherwin-Williams
SHW
$75.3B
$300K 0.07%
839
+3
IBM icon
202
IBM
IBM
$268B
$296K 0.07%
950
+76
LMT icon
203
Lockheed Martin
LMT
$121B
$296K 0.07%
538
+1
LOW icon
204
Lowe's Companies
LOW
$118B
$296K 0.07%
1,094
FCOM icon
205
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$293K 0.07%
3,961
+143
TMO icon
206
Thermo Fisher Scientific
TMO
$176B
$292K 0.07%
475
-2
VZ icon
207
Verizon
VZ
$189B
$292K 0.07%
7,331
+130
FNDE icon
208
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.31B
$287K 0.07%
+7,637
IEUR icon
209
iShares Core MSCI Europe ETF
IEUR
$8.54B
$285K 0.07%
+3,896
NGG icon
210
National Grid
NGG
$81.5B
$282K 0.07%
3,532
-113
IAU icon
211
iShares Gold Trust
IAU
$67.1B
$280K 0.07%
+3,239
ESGV icon
212
Vanguard ESG US Stock ETF
ESGV
$13B
$279K 0.07%
2,268
TFC icon
213
Truist Financial
TFC
$61.3B
$278K 0.07%
5,541
+702
AMLP icon
214
Alerian MLP ETF
AMLP
$12.4B
$276K 0.07%
+5,695
ALLE icon
215
Allegion
ALLE
$11.2B
$274K 0.07%
1,700
VOOG icon
216
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$274K 0.07%
3,648
MO icon
217
Altria Group
MO
$121B
$271K 0.07%
4,634
+300
SDY icon
218
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$268K 0.06%
1,862
+384
MU icon
219
Micron Technology
MU
$974B
$266K 0.06%
+770
SPY icon
220
State Street SPDR S&P 500 ETF Trust
SPY
$770B
$262K 0.06%
377
-41
EOG icon
221
EOG Resources
EOG
$73.4B
$258K 0.06%
+2,446
COP icon
222
ConocoPhillips
COP
$143B
$257K 0.06%
2,686
+1
AJG icon
223
Arthur J. Gallagher & Co
AJG
$55.5B
$255K 0.06%
963
+2
TSCO icon
224
Tractor Supply
TSCO
$15.6B
$253K 0.06%
4,985
IJR icon
225
iShares Core S&P Small-Cap ETF
IJR
$103B
$251K 0.06%
1,981
7 8
9
10 11