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
$227M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$2.17M
3
+$1.95M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$13.7M
2
+$1.38M
3
+$1.31M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$254K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K

Sector Composition

1 Technology 1.82%
2 Financials 0.27%
3 Consumer Discretionary 0.23%
4 Utilities 0.19%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.2%
1,226
-10
52
$448K 0.2%
5,487
-243
53
$430K 0.19%
6,315
+410
54
$429K 0.19%
3,959
+67
55
$425K 0.19%
19,243
-351
56
$424K 0.19%
757
+1
57
$423K 0.19%
3,829
58
$420K 0.19%
9,242
+618
59
$393K 0.17%
6,825
+205
60
$345K 0.15%
6,733
+1,762
61
$342K 0.15%
2,878
62
$332K 0.15%
624
63
$328K 0.14%
6,338
-27
64
$321K 0.14%
10,037
-1,012
65
$321K 0.14%
13,586
+3,123
66
$317K 0.14%
3,726
+103
67
$308K 0.14%
7,825
+35
68
$280K 0.12%
1,809
+1
69
$275K 0.12%
501
70
$256K 0.11%
5,361
+437
71
$252K 0.11%
3,336
-595
72
$243K 0.11%
2,683
-99
73
$242K 0.11%
3,159
-17
74
$242K 0.11%
4,235
+402
75
$218K 0.1%
3,795
-233
1 2
3
4