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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 6.84%
815,541
+48,108
2
$14.5M 4.33%
39,432
-130
3
$14M 4.21%
63,118
-2,126
4
$11.9M 3.58%
147,279
+4,603
5
$10.7M 3.22%
313,451
+14,996
6
$10M 3.01%
84,341
+13
7
$9.25M 2.77%
418,981
+25,392
8
$8.22M 2.47%
22,177
-296
9
$7.51M 2.25%
164,488
+8,058
10
$7.28M 2.18%
42,135
+2,126
11
$6.93M 2.08%
91,666
+7,575
12
$6.41M 1.92%
161,524
-11,228
13
$6.28M 1.88%
80,227
-1,821
14
$6.03M 1.81%
118,852
+1,443
15
$5.16M 1.55%
144,682
+2,933
16
$5.06M 1.52%
10,789
-171
17
$4.83M 1.45%
21,784
+69
18
$4.56M 1.37%
182,243
+27,164
19
$4.51M 1.35%
143,851
+72,580
20
$4.37M 1.31%
215,524
-6,317
21
$4.16M 1.25%
134,364
+25,599
22
$4.05M 1.22%
112,160
+3,651
23
$3.98M 1.19%
156,793
+4,860
24
$3.77M 1.13%
7,082
-246
25
$3.73M 1.12%
9,924
-314
1
2 3 4 5