LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$235M
This Quarter Return
-2.46%
1 Year Return
+8.34%
3 Year Return
+23.68%
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-1.8%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
53.49%
Holding
77
New
1
Increased
38
Reduced
30
Closed
2
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBND
76
DELISTED
Western Asset Total Return ETF
WBND
| – | – |
-158,598
| Closed | -$3.3M |
|
77
Technology Select Sector SPDR Fund
XLK
$83.9B
| – | – |
-889
| Closed | -$201K |
|