LWMNY

Landmark Wealth Management (New York) Portfolio holdings

AUM $252M
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$42K
2
+$15K
3
+$13K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$9K

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.17%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2K 1.17%
+31,602
27
$2K 1.17%
+35,968
28
$1K 0.58%
+21,637
29
$1K 0.58%
+34,295
30
$1K 0.58%
+18,007
31
$1K 0.58%
+12,307
32
$1K 0.58%
+20,183
33
$1K 0.58%
+21,501
34
$1K 0.58%
+10,950
35
$1K 0.58%
+30,315
36
$1K 0.58%
+15,593
37
$0 ﹤0.01%
+13,747
1
2