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
$203M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$2.31M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$3.03M
2
+$1.39M
3
+$1.12M
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$290K
5
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$275K

Sector Composition

1 Technology 2%
2 Energy 0.4%
3 Consumer Discretionary 0.23%
4 Financials 0.22%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-86,963
1 2 3
4