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
126
$476 ﹤0.01%
+476
127
$466 ﹤0.01%
+466
128
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129
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$432 ﹤0.01%
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133
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134
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135
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136
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140
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143
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+1,128
144
$356 ﹤0.01%
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145
$343 ﹤0.01%
+343
146
$328 ﹤0.01%
+328
147
$325 ﹤0.01%
+325
148
$324 ﹤0.01%
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149
$324 ﹤0.01%
+324
150
$319 ﹤0.01%
+360
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