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
$171K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$42K
2
+$15K
3
+$13K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$9K

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.17%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42K 24.56%
+96,294
2
$15K 8.77%
+152,287
3
$13K 7.6%
+368,848
4
$9K 5.26%
+165,006
5
$9K 5.26%
+162,759
6
$8K 4.68%
+77,399
7
$8K 4.68%
+196,272
8
$6K 3.51%
+12,197
9
$5K 2.92%
+93,297
10
$4K 2.34%
+86,841
11
$4K 2.34%
+63,935
12
$4K 2.34%
+33,953
13
$3K 1.75%
+46,863
14
$3K 1.75%
+38,162
15
$3K 1.75%
+14,966
16
$3K 1.75%
+21,756
17
$3K 1.75%
+129,006
18
$2K 1.17%
+13,511
19
$2K 1.17%
+10,935
20
$2K 1.17%
+33,278
21
$2K 1.17%
+72,943
22
$2K 1.17%
+33,139
23
$2K 1.17%
+32,264
24
$2K 1.17%
+27,399
25
$2K 1.17%
+57,568
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