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
$180M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$5.79M
3
+$2.62M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.61M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M

Top Sells

1
+$2.09M
2
+$213K
3
+$99.1K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$39.9K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$38.4K

Sector Composition

1 Technology 1.77%
2 Energy 0.49%
3 Utilities 0.2%
4 Healthcare 0.18%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.04%
37,265
+11,562
27
$1.76M 0.98%
43,478
+7,449
28
$1.71M 0.95%
64,102
+14,521
29
$1.64M 0.91%
34,730
+5,432
30
$1.63M 0.91%
28,552
+7,262
31
$1.54M 0.86%
9,361
+465
32
$1.42M 0.79%
57,738
+3,043
33
$1.4M 0.78%
6,229
+208
34
$1.37M 0.76%
70,417
+14,325
35
$1.33M 0.74%
7,142
+5,207
36
$1.29M 0.72%
33,829
+7,269
37
$1.05M 0.58%
4,985
+207
38
$987K 0.55%
3,425
+2,490
39
$927K 0.52%
19,250
+105
40
$878K 0.49%
8,008
+5,490
41
$768K 0.43%
32,110
+4,600
42
$718K 0.4%
13,736
+1,881
43
$707K 0.39%
15,905
+1,936
44
$673K 0.37%
28,513
+5,219
45
$649K 0.36%
13,925
+1,211
46
$649K 0.36%
6,980
-14
47
$621K 0.35%
3,276
+382
48
$552K 0.31%
11,776
+1,174
49
$542K 0.3%
7,352
+1,048
50
$446K 0.25%
6,231
-1,384
1
2
3