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
176
$242 ﹤0.01%
+242
177
$242 ﹤0.01%
+484
178
$238 ﹤0.01%
+238
179
$238 ﹤0.01%
+238
180
$234 ﹤0.01%
+234
181
$224 ﹤0.01%
+224
182
$218 ﹤0.01%
+218
183
$214 ﹤0.01%
+214
184
$213 ﹤0.01%
+213
185
$206 ﹤0.01%
+206
186
$200 ﹤0.01%
+200
187
$200 ﹤0.01%
+200
188
$200 ﹤0.01%
+200
189
$200 ﹤0.01%
+200
190
$200 ﹤0.01%
+200
191
$200 ﹤0.01%
+200
4 5 6 7
8