LWMI

Landmark Wealth Management (Illinois) Portfolio holdings

AUM $265M
1-Year Est. Return 14.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$5.74M
3
+$4.59M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.87M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.08M

Top Sells

1
+$5.07M
2
+$4.91M
3
+$2.52M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.04M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.85M

Sector Composition

1 Technology 3.26%
2 Financials 1.38%
3 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-28,982
52
– –
-57,356
53
– –
-9,135
1 2
3