LWMI

Landmark Wealth Management (Illinois) Portfolio holdings

AUM $256M
1-Year Est. Return 10.16%
This Quarter Est. Return
1 Year Est. Return
+10.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$13.4M
3
+$11.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$11.1M

Top Sells

1
+$88.3K
2
+$13.5K

Sector Composition

1 Technology 3.38%
2 Financials 1.35%
3 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.88%
+55,244
27
$1.51M 0.83%
+41,537
28
$1.47M 0.81%
+6,832
29
$1.23M 0.68%
3,024
30
$1.22M 0.67%
2
31
$1.22M 0.67%
+46,969
32
$1.11M 0.61%
+26,572
33
$1.08M 0.6%
+45,464
34
$937K 0.52%
+32,055
35
$885K 0.49%
+18,202
36
$805K 0.44%
+43,535
37
$724K 0.4%
+7,950
38
$685K 0.38%
+7,195
39
$522K 0.29%
1,396
-36
40
$340K 0.19%
+14,214
41
$333K 0.18%
4,924
+1,213
1
2