LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$235M
This Quarter Return
-5.2%
1 Year Return
+8.34%
3 Year Return
+23.68%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+111,246%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
57.93%
Top 10 Holdings %
Top 10 Hldgs %
61.73%
Holding
191
New
154
Increased
36
Reduced
1
Closed
–
Top Buys
Top Sells
| 1 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
$37.6K |
Sector Composition
| 1 | Technology | 1.96% |
| 2 | Communication Services | 0.44% |
| 3 | Healthcare | 0.25% |
| 4 | Consumer Discretionary | 0.24% |
| 5 | Utilities | 0.24% |
