LWMI
Landmark Wealth Management (Illinois) Portfolio holdings
AUM
$233M
This Quarter Return
+6.4%
1 Year Return
+10.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+11%)
Cap. Flow
+$7.53M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
65.71%
Holding
42
New
1
Increased
24
Reduced
15
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.36M |
| 2 |
SPDR SSGA Fixed Income Sector Rotation ETF
FISR
|
$3.08M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.92M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.44M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.31M |
Top Sells
Sector Composition
| 1 | Technology | 3.37% |
| 2 | Financials | 1.38% |
| 3 | Consumer Staples | 0.15% |
