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
$190M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.2M
3
+$8.77M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.91M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$4.35M

Top Sells

1
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08K ﹤0.01%
+1,079
102
$1.07K ﹤0.01%
+1,071
103
$989 ﹤0.01%
+989
104
$981 ﹤0.01%
+981
105
$950 ﹤0.01%
+950
106
$883 ﹤0.01%
+883
107
$873 ﹤0.01%
+873
108
$862 ﹤0.01%
+862
109
$826 ﹤0.01%
+826
110
$694 ﹤0.01%
+694
111
$642 ﹤0.01%
+642
112
$621 ﹤0.01%
+621
113
$612 ﹤0.01%
+612
114
$610 ﹤0.01%
+610
115
$599 ﹤0.01%
+599
116
$599 ﹤0.01%
+599
117
$597 ﹤0.01%
+597
118
$596 ﹤0.01%
+596
119
$565 ﹤0.01%
+1,130
120
$564 ﹤0.01%
+564
121
$531 ﹤0.01%
+531
122
$500 ﹤0.01%
+500
123
$500 ﹤0.01%
+500
124
$497 ﹤0.01%
+497
125
$480 ﹤0.01%
+480
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5
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