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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 5.92%
657,861
+41,877
2
$16M 5.1%
39,399
-257
3
$15.5M 4.94%
66,465
-379
4
$11.5M 3.69%
137,410
+13,663
5
$11M 3.5%
78,583
-194
6
$9.9M 3.16%
284,498
+35,411
7
$8.66M 2.76%
383,001
+65,631
8
$8.66M 2.76%
22,560
+1,971
9
$6.75M 2.16%
144,459
+39,935
10
$6.7M 2.14%
38,398
+5,087
11
$6.23M 1.99%
79,184
-236
12
$5.88M 1.88%
115,910
+10,664
13
$5.84M 1.86%
74,858
+9,374
14
$5.63M 1.8%
135,670
+11,016
15
$5.12M 1.64%
10,497
+336
16
$5.02M 1.6%
21,171
+653
17
$4.74M 1.51%
11,008
-257
18
$4.73M 1.51%
129,843
+28,197
19
$4.43M 1.41%
228,854
-5,754
20
$3.75M 1.2%
144,072
+20,392
21
$3.67M 1.17%
26,898
-82
22
$3.67M 1.17%
40,664
+2,019
23
$3.65M 1.16%
139,334
+28,624
24
$3.43M 1.09%
18,404
-69
25
$3.37M 1.08%
7,328
+56
1
2 3 4 5