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
$203M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$2.31M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$3.03M
2
+$1.39M
3
+$1.12M
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$290K
5
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$275K

Sector Composition

1 Technology 2%
2 Energy 0.4%
3 Consumer Discretionary 0.23%
4 Financials 0.22%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.09%
45,820
-3,944
27
$1.96M 0.96%
40,878
+901
28
$1.94M 0.95%
70,074
+6,515
29
$1.9M 0.93%
48,654
+12,940
30
$1.86M 0.92%
+68,792
31
$1.85M 0.91%
32,717
+2,876
32
$1.82M 0.9%
9,446
+89
33
$1.66M 0.82%
80,260
+4,105
34
$1.58M 0.78%
64,433
+10,163
35
$1.45M 0.71%
5,512
-119
36
$1.34M 0.66%
6,181
-225
37
$1.3M 0.64%
3,446
+25
38
$1.25M 0.61%
23,627
+3,244
39
$1.14M 0.56%
46,952
-997
40
$1.13M 0.56%
4,862
+84
41
$980K 0.48%
17,538
-32
42
$899K 0.44%
19,795
+3,279
43
$811K 0.4%
8,108
+100
44
$735K 0.36%
6,975
45
$706K 0.35%
3,307
+158
46
$623K 0.31%
26,210
-9,855
47
$512K 0.25%
10,917
-5,872
48
$459K 0.23%
3,024
49
$447K 0.22%
1,474
+2
50
$432K 0.21%
5,740
-390
1
2
3 4