LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM $227M
AUM
$227M
AUM Growth
+$1.12M (+0.5%)
Cap. Flow
+$2.46M
Cap. Flow % of AUM
1.08%
Top 10 Holdings %Top 10 Hldgs %
52.61%
Holding
76
New
1
Increased
36
Reduced
33
Closed
1
Top Buys
| 1 | $9.11M | |
| 2 | $2.17M | |
| 3 | $1.95M | |
| 4 | $1.89M | |
| 5 | $1.5M |
Top Sells
| 1 | $13.7M | |
| 2 | $1.38M | |
| 3 | $1.31M | |
| 4 | $211K | |
| 5 | $161K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,917 | Closed | – |
