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
$9.69M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$1.39M
3
+$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
VUG icon
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 Change
in Stake 		Capital Flow
1
$5.7M 58.77%
+29,583
2
$1.39M 14.31%
+2,917
3
$1.09M 11.2%
+2
4
$1.08M 11.13%
+3,024
5
$445K 4.59%
+1,432