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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
-8.75%
1 Year Est. Return
+12.01%
3 Year Est. Return
+25.27%
5 Year Est. Return
10 Year Est. Return
AUM
$78.2M
AUM Growth
-$112M
Cap. Flow
-$196M
Cap. Flow %
-249.98%
Top 10 Hldgs %
75.96%
Holding
192
New
1
Increased
3
Reduced
34
Closed
154
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NOBL icon
1
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$13M 16.65%
305,350
-424,702
-58% -$19.3M
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$10.5M 13.38%
362,990
-503,298
-58% -$15.9M
JCPB icon
3
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$7.12M 9.1%
148,289
-203,089
-58% -$9.91M
FIXD icon
4
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
$6.7M 8.56%
144,399
-192,755
-57% -$9.12M
BOND icon
5
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.43B
$6.46M 8.26%
67,825
-86,597
-56% -$8.41M
HTRB icon
6
Hartford Total Return Bond ETF
HTRB
$2.21B
$5.94M 7.59%
173,605
-226,535
-57% -$7.95M
EFAD icon
7
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$62.9M
$2.79M 3.56%
80,576
-107,684
-57% -$3.98M
WBND
8
DELISTED
Western Asset Total Return ETF
WBND
$2.57M 3.28%
122,111
-148,331
-55% -$3.21M
REGL icon
9
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$2.51M 3.21%
37,177
-55,101
-60% -$3.86M
SMDV icon
10
ProShares Russell 2000 Dividend Growers ETF
SMDV
$703M
$1.85M 2.37%
31,545
-43,223
-58% -$2.65M
DFNM icon
11
Dimensional National Municipal Bond ETF
DFNM
$2.23B
$1.7M 2.17%
35,309
-52,191
-60% -$2.5M
MUNI icon
12
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$1.39M 1.78%
26,979
+10,365
+62% +$536K
EMDV icon
13
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.36M
$1.39M 1.77%
28,063
-37,061
-57% -$1.83M
JMUB icon
14
JPMorgan Municipal ETF
JMUB
$8.42B
$1.33M 1.7%
26,606
-39,426
-60% -$1.97M
EMLP icon
15
First Trust North American Energy Infrastructure Fund
EMLP
$4.13B
$1.29M 1.66%
50,295
-79,943
-61% -$2.18M
FMB icon
16
First Trust Managed Municipal ETF
FMB
$2.05B
$1.28M 1.64%
25,375
-35,921
-59% -$1.84M
GNR icon
17
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.77B
$1.13M 1.45%
21,722
-32,810
-60% -$1.97M
MMIT icon
18
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$1.09M 1.4%
45,095
-66,821
-60% -$1.63M
SPYM
19
State Street SPDR Portfolio S&P 500 ETF
SPYM
$164B
$853K 1.09%
19,246
-21,380
-53% -$1.03M
HMOP icon
20
Hartford Municipal Opportunities ETF
HMOP
$784M
$816K 1.04%
21,589
-37,973
-64% -$1.45M
FLMB icon
21
Franklin Municipal Green Bond ETF
FLMB
$74.7M
$731K 0.93%
30,985
-45,231
-59% -$1.08M
FLMI icon
22
Franklin Dynamic Municipal Bond ETF
FLMI
$2.32B
$727K 0.93%
30,702
-9,864
-24% -$236K
VCSH icon
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$497K 0.64%
+6,520
New +$501K
ORCL icon
24
Oracle
ORCL
$374B
$490K 0.63%
7,007
-7,071
-50% -$518K
MMIN icon
25
IQ MacKay Municipal Insured ETF
MMIN
$466M
$421K 0.54%
17,344
-35,660
-67% -$877K

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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 192 positions worth $78.2M, down 59% from $190M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Landmark Wealth Management (New York) withdrew a net $196M in Q2 2022, closing 154 positions and reducing 34 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $37M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 0.86% of assets, up from 0.44% a quarter earlier, followed by Technology and Energy.

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 $536K increase.
  • Landmark Wealth Management (New York)'s biggest Q2 2022 reduction was ProShares S&P 500 Dividend Aristocrats ETF, cutting an estimated $19.3M.
  • Landmark Wealth Management (New York) fully exited Vanguard S&P 500 ETF in Q2 2022, selling an estimated $37M.
  • 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 1 new position and closed 154 in Q2 2022.
  • Landmark Wealth Management (New York)'s portfolio value fell 59% quarter-over-quarter to $78.2M.

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