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
51
$375K 0.21%
7,812
+1,387
52
$370K 0.21%
+22,932
53
$366K 0.2%
+3,829
54
$359K 0.2%
1,471
+65
55
$356K 0.2%
14,596
+1,887
56
$331K 0.18%
3,996
57
$320K 0.18%
3,849
+1,077
58
$317K 0.18%
3,073
+296
59
$314K 0.17%
10,124
+522
60
$293K 0.16%
+12,260
61
$273K 0.15%
4,078
-69
62
$273K 0.15%
+6,032
63
$272K 0.15%
4,283
-604
64
$265K 0.15%
560
+8
65
$263K 0.15%
3,755
+5
66
$261K 0.15%
5,937
-49
67
$261K 0.15%
+5,209
68
$258K 0.14%
1,736
+42
69
$243K 0.14%
+4,822
70
$219K 0.12%
+6,411
71
– –
-558
72
– –
-63,279
1 2
3