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
$190M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.2M
3
+$8.77M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.91M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$4.35M

Top Sells

1
+$37.6K

Sector Composition

1 Technology 1.96%
2 Communication Services 0.44%
3 Healthcare 0.25%
4 Consumer Discretionary 0.24%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.91%
65,124
+31,846
27
$1.73M 0.91%
+13,754
28
$1.68M 0.88%
63,716
+42,215
29
$1.66M 0.87%
61,296
+28,157
30
$1.61M 0.84%
65,508
+33,906
31
$1.59M 0.84%
+13,320
32
$1.53M 0.8%
118,310
+60,742
33
$1.46M 0.77%
111,916
+77,621
34
$1.25M 0.66%
86,826
+65,189
35
$1.2M 0.63%
59,562
+43,969
36
$1.14M 0.6%
+7,396
37
$1.1M 0.58%
40,626
+20,443
38
$1.02M 0.54%
+9,574
39
$991K 0.52%
+76,216
40
$983K 0.52%
+41,516
41
$705K 0.37%
+53,004
42
$641K 0.34%
60,796
+30,481
43
$628K 0.33%
24,646
+12,339
44
$589K 0.31%
+14,078
45
$589K 0.31%
+5,654
46
$557K 0.29%
14,948
+3,998
47
$523K 0.27%
+40,566
48
$500K 0.26%
+12,692
49
$474K 0.25%
+7,992
50
$456K 0.24%
+2,800
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