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LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$373M
1-Year Est. Return
12.01%
This Fund
S&P 500
This Quarter
Est. Return
+4.03%
1 Year Est. Return
+12.01%
3 Year Est. Return
+25.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171K
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
96,565.47%
Top 10 Holdings %
Top 10 Hldgs %
69.59%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$40.6M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$14.4M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$13.6M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$8.85M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$8.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.17% |
| 2 | Communication Services | 0% |
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Landmark Wealth Management (New York)'s Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Landmark Wealth Management (New York), which disclosed 37 positions worth $171K. Its ten largest holdings account for 70% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 96,294 shares worth $42K.
By sector, the portfolio is most concentrated in Technology at 1.2% of assets, followed by Communication Services.
- Landmark Wealth Management (New York)'s largest Q4 2021 buy was Vanguard S&P 500 ETF: 96,294 shares worth $42K.
- Landmark Wealth Management (New York)'s ten largest holdings make up 70% of its $171K portfolio in Q4 2021.
- Landmark Wealth Management (New York) disclosed 37 positions in Q4 2021, its first 13F filing on record.
Based on Landmark Wealth Management (New York)'s 13F filing for Q4 2021, filed 27 Jan 2022.