LWMI
Landmark Wealth Management (Illinois) Portfolio holdings
AUM
$233M
This Quarter Return
+10.01%
1 Year Return
+10.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$9.69M
AUM Growth
–
Cap. Flow
+$9.69M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.39M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.09M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.08M |
| 5 |
Vanguard Growth ETF
VUG
|
$445K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 58.77% |
| 2 | Financials | 22.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $5.7M | 58.77% | +29,583 | New | +$5.7M |
|
|
2
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.39M | 14.31% | +2,917 | New | +$1.39M |
|
|
3
Berkshire Hathaway Class A
BRK.A
$1.09T
| $1.09M | 11.2% | +2 | New | +$1.09M |
|
|
4
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.08M | 11.13% | +3,024 | New | +$1.08M |
|
|
5
Vanguard Growth ETF
VUG
$185B
| $445K | 4.59% | +1,432 | New | +$445K |
|