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
$78.2M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$497K
3
+$364K
4
TOTR icon
T. Rowe Price Total Return ETF
TOTR
+$344K

Top Sells

1
+$37M
2
+$18.1M
3
+$14.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$9.76M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$8.94M

Sector Composition

1 Communication Services 0.86%
2 Technology 0.63%
3 Energy 0.28%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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