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LWMNY

Landmark Wealth Management (New York) Portfolio holdings

AUM $418M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
-8.75%
1 Year Est. Return
+18.65%
3 Year Est. Return
+37.95%
5 Year Est. Return
10 Year Est. Return
AUM
$78.2M
AUM Growth
-$109M
Cap. Flow
-$101M
Cap. Flow %
-129.05%
Top 10 Hldgs %
75.96%
Holding
78
New
3
Increased
6
Reduced
29
Closed
40

Sector Composition

Rank Sector Weight
1 Miscellaneous 98.24%
2 Communication Services 0.86%
3 Technology 0.63%
4 Energy 0.28%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NOBL icon
1
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$13M 16.65%
305,350
-59,676
-16% -$2.72M
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.8B
$10.5M 13.38%
362,990
-70,154
-16% -$2.22M
JCPB icon
3
JPMorgan Core Plus Bond ETF
JCPB
$14.7B
$7.12M 9.1%
148,289
-27,400
-16% -$1.34M
FIXD icon
4
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.16B
$6.7M 8.56%
144,399
-24,178
-14% -$1.14M
BOND icon
5
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.57B
$6.46M 8.26%
67,825
-9,386
-12% -$912K
HTRB icon
6
Hartford Total Return Bond ETF
HTRB
$2.16B
$5.94M 7.59%
173,605
-26,465
-13% -$929K
EFAD icon
7
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$63M
$2.79M 3.56%
80,576
-13,554
-14% -$501K
WBND
8
DELISTED
Western Asset Total Return ETF
WBND
$2.57M 3.28%
122,111
-13,110
-10% -$284K
REGL icon
9
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.71B
$2.51M 3.21%
37,177
-8,962
-19% -$628K
SMDV icon
10
ProShares Russell 2000 Dividend Growers ETF
SMDV
$680M
$1.85M 2.37%
31,545
-5,839
-16% -$358K
DFNM icon
11
Dimensional National Municipal Bond ETF
DFNM
$2.26B
$1.7M 2.17%
35,309
-8,441
-19% -$405K
MUNI icon
12
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.09B
$1.39M 1.78%
26,979
+18,672
+225% +$966K
EMDV icon
13
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.23M
$1.39M 1.77%
28,063
-4,499
-14% -$223K
JMUB icon
14
JPMorgan Municipal ETF
JMUB
$8.47B
$1.33M 1.7%
26,606
-6,410
-19% -$321K
EMLP icon
15
First Trust North American Energy Infrastructure Fund
EMLP
$4.11B
$1.29M 1.66%
50,295
-14,824
-23% -$403K
FMB icon
16
First Trust Managed Municipal ETF
FMB
$2.02B
$1.28M 1.64%
25,375
-5,273
-17% -$270K
GNR icon
17
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.23B
$1.13M 1.45%
21,722
-5,544
-20% -$333K
MMIT icon
18
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.46B
$1.09M 1.4%
45,095
-10,863
-19% -$265K
SPYM
19
State Street SPDR Portfolio S&P 500 ETF
SPYM
$162B
$853K 1.09%
19,246
-1,067
-5% -$51.4K
HMOP icon
20
Hartford Municipal Opportunities ETF
HMOP
$779M
$816K 1.04%
21,589
-8,192
-28% -$312K
FLMB icon
21
Franklin Municipal Green Bond ETF
FLMB
$69.3M
$731K 0.93%
30,985
-7,123
-19% -$170K
FLMI icon
22
Franklin Dynamic Municipal Bond ETF
FLMI
$2.34B
$727K 0.93%
30,702
+10,419
+51% +$249K
VCSH icon
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$497K 0.64%
+6,520
New +$501K
ORCL icon
24
Oracle
ORCL
$455B
$490K 0.63%
7,007
-32
-0.5% -$2.34K
MMIN icon
25
NYLIM MacKay Muni Insured ETF
MMIN
$471M
$421K 0.54%
17,344
-9,158
-35% -$225K

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Landmark Wealth Management (New York)'s Q2 2022 Portfolio in Review

As of Q2 2022, Landmark Wealth Management (New York) held 78 positions worth $78.2M, down 58% from $188M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Landmark Wealth Management (New York) withdrew a net $101M in Q2 2022, closing 40 positions and reducing 29 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $36.9M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, up from 96% a quarter earlier, followed by Communication Services and Technology.

Against the trend, Landmark Wealth Management (New York) opened a new position in Vanguard Short-Term Corporate Bond ETF worth $497K.

  • Landmark Wealth Management (New York)'s largest Q2 2022 buy was Vanguard Short-Term Corporate Bond ETF: 6,520 shares worth $497K.
  • Landmark Wealth Management (New York) added most to PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022, an estimated $966K increase.
  • Landmark Wealth Management (New York)'s biggest Q2 2022 reduction was ProShares S&P 500 Dividend Aristocrats ETF, cutting an estimated $2.72M.
  • Landmark Wealth Management (New York) fully exited Vanguard S&P 500 ETF in Q2 2022, selling an estimated $36.9M.
  • Landmark Wealth Management (New York)'s ten largest holdings make up 76% of its $78.2M portfolio in Q2 2022.
  • Landmark Wealth Management (New York) opened 3 new positions and closed 40 in Q2 2022.
  • Landmark Wealth Management (New York)'s portfolio value fell 58% quarter-over-quarter to $78.2M.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.