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
$226M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$795K
3
+$363K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$316K
5
VPLS icon
Vanguard Core Plus Bond ETF
VPLS
+$300K

Top Sells

1
+$3.29M
2
+$983K
3
+$222K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$201K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$170K

Sector Composition

1 Technology 2.14%
2 Consumer Discretionary 0.28%
3 Financials 0.24%
4 Communication Services 0.15%
5 Utilities 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-889
77
– –
-158,598
1 2 3
4