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
$9.71M
AUM Growth
+$22.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$223K

Top Sells

1
+$141K
2
+$1.03K

Sector Composition

1 Technology 52.22%
2 Financials 26.16%
3 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.07M 52.22%
29,577
-6
2
$1.38M 14.25%
2,647
-270
3
$1.27M 13.09%
3,024
4
$1.27M 13.06%
2
5
$493K 5.08%
1,432
6
$223K 2.3%
+3,711