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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Starbucks
SBUX
$100B
| $242 | ﹤0.01% |
+242
| New | +$242 |
|
177
Schwab U.S Small- Cap ETF
SCHA
$18.6B
| $242 | ﹤0.01% |
+242
| New | +$242 |
|
178
Vanguard Total Bond Market
BND
$134B
| $238 | ﹤0.01% |
+238
| New | +$238 |
|
179
Vodafone
VOD
$28.8B
| $238 | ﹤0.01% |
+238
| New | +$238 |
|
180
Walt Disney
DIS
$213B
| $234 | ﹤0.01% |
+234
| New | +$234 |
|
181
Zebra Technologies
ZBRA
$16.1B
| $224 | ﹤0.01% |
+224
| New | +$224 |
|
182
Vanguard Industrials ETF
VIS
$6.14B
| $218 | ﹤0.01% |
+218
| New | +$218 |
|
183
Otis Worldwide
OTIS
$33.9B
| $214 | ﹤0.01% |
+214
| New | +$214 |
|
184
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $213 | ﹤0.01% |
+213
| New | +$213 |
|
185
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
| $206 | ﹤0.01% |
+206
| New | +$206 |
|
186
Clorox
CLX
$14.5B
| $200 | ﹤0.01% |
+200
| New | +$200 |
|
187
Deluxe
DLX
$882M
| $200 | ﹤0.01% |
+200
| New | +$200 |
|
188
General Motors
GM
$55.8B
| $200 | ﹤0.01% |
+200
| New | +$200 |
|
189
Eli Lilly
LLY
$657B
| $200 | ﹤0.01% |
+200
| New | +$200 |
|
190
United Airlines
UAL
$34B
| $200 | ﹤0.01% |
+200
| New | +$200 |
|
|
CERN
191
DELISTED
Cerner Corp
CERN
| $200 | ﹤0.01% |
+200
| New | +$200 |
|