LWMI
Landmark Wealth Management (Illinois) Portfolio holdings
AUM
$256M
1-Year Est. Return
10.16%
This Fund
S&P 500
1 Year Est. Return
+10.16%
AUM
$233M
AUM Growth
+$23.8M
(+11%)
Holding
53
Top Buys
| 1 | +$10.6M | |
| 2 | +$5.81M | |
| 3 | +$4.65M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.18M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3.12M |
Top Sells
| 1 | +$5.18M | |
| 2 | +$5.13M | |
| 3 | +$2.52M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.04M |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.96M |
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
State Street SPDR Portfolio Europe ETF
SPEU
$773M
| – | – |
-57,356
|
|
||
52
Invesco S&P MidCap Quality ETF
XMHQ
$5.29B
| – | – |
-9,135
|
|
||
53
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| – | – |
-36,270
|
|