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
$128M
AUM Growth
-$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.14M
3
+$2.09M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$403K
5
TOTR icon
T. Rowe Price Total Return ETF
TOTR
+$256K

Top Sells

1
+$33M
2
+$11M
3
+$7.01M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$5.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.27M

Sector Composition

1 Technology 2.96%
2 Consumer Discretionary 0.43%
3 Financials 0.37%
4 Energy 0.26%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
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