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
$227M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$2.17M
3
+$1.95M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.89M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$13.7M
2
+$1.38M
3
+$1.31M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$254K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K

Sector Composition

1 Technology 1.82%
2 Financials 0.27%
3 Consumer Discretionary 0.23%
4 Utilities 0.19%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,917
1 2 3
4