LWMI
Landmark Wealth Management (Illinois) Portfolio holdings
AUM
$233M
This Quarter Return
+1.16%
1 Year Return
+10.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$9.71M
AUM Growth
+$9.71M
(+0.23%)
Cap. Flow
+$81K
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$223K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$141K |
| 2 |
Apple
AAPL
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.39T
| $5.07M | 52.22% |
29,577
-6
| -0% | -$1.03K |
|
|
2
SPDR S&P 500 ETF Trust
SPY
$650B
| $1.38M | 14.25% |
2,647
-270
| -9% | -$141K |
|
3
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.27M | 13.09% |
3,024
| – | – |
|
|
4
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.27M | 13.06% |
2
| – | – |
|
5
Vanguard Growth ETF
VUG
$182B
| $493K | 5.08% |
1,432
| – | – |
|
|
6
Walmart
WMT
$777B
| $223K | 2.3% |
+3,711
| New | +$223K |
|