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
$190M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.2M
3
+$8.77M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.91M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$4.35M

Top Sells

1
+$37.6K

Sector Composition

1 Technology 1.96%
2 Communication Services 0.44%
3 Healthcare 0.25%
4 Consumer Discretionary 0.24%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.28K ﹤0.01%
+4,276
77
$3.2K ﹤0.01%
+3,196
78
$3.17K ﹤0.01%
+3,175
79
$2.66K ﹤0.01%
+886
80
$2.28K ﹤0.01%
+2,282
81
$2.16K ﹤0.01%
+2,162
82
$2.06K ﹤0.01%
+2,058
83
$2K ﹤0.01%
+2,002
84
$1.91K ﹤0.01%
+1,910
85
$1.78K ﹤0.01%
+1,777
86
$1.58K ﹤0.01%
+1,583
87
$1.56K ﹤0.01%
+1,561
88
$1.49K ﹤0.01%
+1,488
89
$1.39K ﹤0.01%
+1,392
90
$1.39K ﹤0.01%
+1,385
91
$1.27K ﹤0.01%
+1,273
92
$1.25K ﹤0.01%
+1,253
93
$1.23K ﹤0.01%
+1,228
94
$1.22K ﹤0.01%
+1,224
95
$1.2K ﹤0.01%
+1,203
96
$1.2K ﹤0.01%
+1,200
97
$1.16K ﹤0.01%
+1,164
98
$1.12K ﹤0.01%
+1,116
99
$1.11K ﹤0.01%
+1,108
100
$1.11K ﹤0.01%
+1,107
2 3
4
5 6