LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$235M
This Quarter Return
+4.39%
1 Year Return
+8.34%
3 Year Return
+23.68%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+6.3%)
Cap. Flow
+$7.41M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
55.49%
Holding
75
New
1
Increased
35
Reduced
32
Closed
3
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.25M |
| 2 |
SPDR Nuveen Municipal Bond ETF
MBND
|
$1.68M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$468K |
| 4 |
T. Rowe Price Total Return ETF
TOTR
|
$336K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$329K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$939K |
| 2 |
Edwards Lifesciences
EW
|
$305K |
| 3 |
Lockheed Martin
LMT
|
$254K |
| 4 |
Procter & Gamble
PG
|
$254K |
| 5 |
Invesco QQQ Trust
QQQ
|
$171K |
Sector Composition
| 1 | Technology | 2.05% |
| 2 | Energy | 0.42% |
| 3 | Consumer Discretionary | 0.23% |
| 4 | Financials | 0.23% |
| 5 | Utilities | 0.16% |
