LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 6.58%
819,827
+4,286
2
$14.6M 4.41%
150,177
+2,898
3
$12.5M 3.79%
34,168
-5,264
4
$11.8M 3.59%
57,727
-5,391
5
$10.6M 3.2%
432,508
+13,527
6
$10.2M 3.08%
83,754
-587
7
$8.8M 2.66%
216,514
-96,937
8
$8.36M 2.53%
182,666
+18,178
9
$7.35M 2.22%
16,754
-5,423
10
$7.12M 2.15%
164,684
+3,160
11
$6.2M 1.88%
11,231
+442
12
$6.05M 1.83%
119,221
+369
13
$5.54M 1.68%
138,377
+26,217
14
$5.46M 1.65%
138,271
-6,411
15
$5.31M 1.61%
158,837
+24,473
16
$4.75M 1.44%
138,016
-5,835
17
$4.56M 1.38%
166,623
+9,830
18
$4.55M 1.38%
9,152
-772
19
$4.33M 1.31%
7,618
+498
20
$4.26M 1.29%
215,874
+350
21
$4.02M 1.22%
18,346
-103
22
$3.54M 1.07%
20,020
-22,115
23
$3.48M 1.05%
14,687
-7,097
24
$3.47M 1.05%
49,087
-195
25
$3.38M 1.02%
36,784
-2,140
1
2 3 4 5