LWMNY

Landmark Wealth Management (New York) Portfolio holdings

AUM $261M
1-Year Est. Return 10.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$248K
3
+$216K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$191K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$180K

Top Sells

1
+$27.9M
2
+$4.53M
3
+$4.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.43M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.32M

Sector Composition

1 Energy 0.76%
2 Technology 0.74%
3 Healthcare 0.33%
4 Communication Services 0.2%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
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