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
$227M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$2.17M
3
+$1.95M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$13.7M
2
+$1.38M
3
+$1.31M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$254K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K

Sector Composition

1 Technology 1.82%
2 Financials 0.27%
3 Consumer Discretionary 0.23%
4 Utilities 0.19%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.14%
70,713
-377,028
27
$2.57M 1.13%
31,845
-16,293
28
$2.43M 1.07%
51,064
+3,227
29
$2.29M 1.01%
10,305
-270
30
$2.27M 1%
59,162
+5,102
31
$2.24M 0.99%
59,703
-1,259
32
$2.2M 0.97%
42,731
+8,387
33
$2.02M 0.89%
84,306
+15,390
34
$1.97M 0.87%
36,975
+164
35
$1.84M 0.81%
36,141
-4,156
36
$1.79M 0.79%
83,121
+2,108
37
$1.57M 0.69%
57,482
+1,262
38
$1.46M 0.64%
4,765
+427
39
$1.41M 0.62%
5,457
+15
40
$1.39M 0.61%
5,475
+94
41
$1.15M 0.51%
17,528
+630
42
$982K 0.43%
40,198
-953
43
$953K 0.42%
2,032
-17
44
$940K 0.41%
6,724
-64
45
$891K 0.39%
19,918
+1,086
46
$849K 0.37%
3,830
+8
47
$614K 0.27%
25,949
+8,134
48
$595K 0.26%
3,193
-162
49
$532K 0.23%
1,473
50
$527K 0.23%
2,770
-78
1
2
3 4