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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 6.39%
767,433
+109,572
2
$16.3M 4.98%
65,244
-1,221
3
$15.4M 4.69%
39,562
+163
4
$12.8M 3.9%
142,676
+5,266
5
$11.1M 3.38%
298,455
+13,957
6
$9.85M 3%
84,328
+5,745
7
$9.22M 2.81%
22,473
-87
8
$9.12M 2.78%
393,589
+10,588
9
$7.02M 2.14%
156,430
+11,971
10
$6.77M 2.06%
40,009
+1,611
11
$6.41M 1.95%
172,752
+37,082
12
$6.34M 1.93%
82,048
+2,864
13
$5.92M 1.8%
117,409
+1,499
14
$5.91M 1.8%
84,091
+9,233
15
$5.6M 1.71%
10,960
+463
16
$5.22M 1.59%
21,715
+544
17
$5M 1.52%
141,749
+11,906
18
$4.32M 1.32%
221,841
-7,013
19
$4.32M 1.32%
155,079
+11,007
20
$4.32M 1.32%
10,238
-770
21
$3.95M 1.2%
17,992
-412
22
$3.6M 1.1%
108,509
+20,468
23
$3.51M 1.07%
151,933
+12,599
24
$3.46M 1.05%
6,417
+448
25
$3.4M 1.04%
108,765
+36,645
1
2 3 4 5