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
51
$448K 0.24%
16,614
-1,393
52
$443K 0.23%
+9,258
53
$421K 0.22%
+1,860
54
$409K 0.22%
+2,942
55
$396K 0.21%
+31,392
56
$369K 0.19%
+10,562
57
$325K 0.17%
+11,826
58
$317K 0.17%
+17,524
59
$313K 0.16%
+7,920
60
$312K 0.16%
+2,240
61
$309K 0.16%
+5,646
62
$304K 0.16%
+12,658
63
$294K 0.15%
+8,956
64
$285K 0.15%
+10,986
65
$282K 0.15%
+8,002
66
$267K 0.14%
+3,472
67
$248K 0.13%
+1,120
68
$246K 0.13%
+5,896
69
$243K 0.13%
+4,716
70
$239K 0.13%
25,656
+11,909
71
$234K 0.12%
+11,812
72
$230K 0.12%
+5,444
73
$223K 0.12%
+1,068
74
$221K 0.12%
+1,248
75
$206K 0.11%
+1,996
1 2
3
4 5