LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$235M
This Quarter Return
-6.02%
1 Year Return
+8.34%
3 Year Return
+23.68%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+69%)
Cap. Flow
+$58.6M
Cap. Flow
% of AUM
44.42%
Top 10 Holdings %
Top 10 Hldgs %
58.23%
Holding
69
New
31
Increased
13
Reduced
18
Closed
6
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$23.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.48M |
| 3 |
T. Rowe Price Total Return ETF
TOTR
|
$3.8M |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
$3.76M |
| 5 |
Fidelity Total Bond ETF
FBND
|
$3.76M |
Top Sells
Sector Composition
| 1 | Technology | 1.42% |
| 2 | Healthcare | 0.25% |
| 3 | Consumer Discretionary | 0.24% |
| 4 | Energy | 0.17% |
| 5 | Consumer Staples | 0.16% |
