LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$235M
This Quarter Return
+6.34%
1 Year Return
+8.34%
3 Year Return
+23.68%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+79%)
Cap. Flow
+$93.5M
Cap. Flow
% of AUM
40.72%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
77
New
28
Increased
23
Reduced
21
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$35.4M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$7.64M |
| 3 |
Vanguard Core Plus Bond ETF
VPLS
|
$6.51M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.66M |
| 5 |
Fidelity Total Bond ETF
FBND
|
$5.52M |
Top Sells
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Financials | 0.23% |
| 3 | Consumer Discretionary | 0.23% |
| 4 | Utilities | 0.17% |
| 5 | Energy | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Technology Select Sector SPDR Fund
XLK
$83.9B
| $201K | 0.09% |
+889
| New | +$201K |
|
77
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
| – | – |
-2,405
| Closed | -$219K |
|