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
$182M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$13.4M
3
+$11.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$11.1M

Top Sells

1
+$88.3K
2
+$13.5K

Sector Composition

1 Technology 3.38%
2 Financials 1.35%
3 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 14.54%
+569,422
2
$14.9M 8.19%
27,334
+24,687
3
$11.7M 6.42%
+226,911
4
$11.5M 6.34%
+328,101
5
$11.1M 6.13%
+375,510
6
$10.8M 5.92%
+211,429
7
$8.68M 4.78%
+89,423
8
$8.41M 4.63%
+137,393
9
$7.99M 4.4%
+212,131
10
$6.14M 3.38%
29,158
-419
11
$5.48M 3.02%
+215,363
12
$5.02M 2.77%
+82,236
13
$4.38M 2.41%
+154,767
14
$4.07M 2.24%
+105,946
15
$3.99M 2.2%
+79,916
16
$3.96M 2.18%
+41,997
17
$3.58M 1.97%
+86,310
18
$2.98M 1.64%
+77,112
19
$2.49M 1.37%
+48,462
20
$2.39M 1.32%
+45,543
21
$2.28M 1.25%
+44,380
22
$2.19M 1.21%
+23,878
23
$2.1M 1.16%
+77,087
24
$1.85M 1.02%
+58,339
25
$1.62M 0.89%
+81,530
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