LWM

LongView Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 5.9%
615,984
+65,388
2
$14.1M 5.2%
66,844
-2,132
3
$13.7M 5.04%
39,656
+1,154
4
$10.9M 4.02%
78,777
+3,566
5
$10.1M 3.72%
123,747
+11,560
6
$8.19M 3.03%
249,087
+29,846
7
$7.7M 2.84%
20,589
-132
8
$6.8M 2.51%
317,370
+45,492
9
$6.09M 2.25%
79,420
+30,323
10
$5.34M 1.97%
33,311
+2,598
11
$5.32M 1.96%
105,246
-167
12
$5.03M 1.86%
11,265
-217
13
$4.87M 1.8%
10,161
-116
14
$4.87M 1.8%
124,654
+13,150
15
$4.76M 1.76%
65,484
+9,675
16
$4.7M 1.73%
104,524
+4,164
17
$4.47M 1.65%
20,518
-1,236
18
$4.36M 1.61%
+234,608
19
$3.69M 1.36%
26,980
-83
20
$3.57M 1.32%
18,473
-1,285
21
$3.35M 1.24%
101,646
+24,687
22
$3.12M 1.15%
123,680
-9,268
23
$3M 1.11%
38,645
-1,506
24
$2.96M 1.09%
7,272
-94
25
$2.78M 1.03%
24,126
+1,080
1
2 3 4 5