LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-1.84%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+8.2%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
9.06%
Top 10 Holdings %
Top 10 Hldgs %
89.91%
Holding
42
New
6
Increased
13
Reduced
7
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.33M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.02M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.71M |
| 4 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$1.71M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$1.54M |
Top Sells
| 1 |
Xtrackers International Real Estate ETF
HAUZ
|
$1.55M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$1.2M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$96.8K |
| 4 |
iShares S&P 100 ETF
OEF
|
$59.9K |
| 5 |
BlackRock Health Sciences Trust
BME
|
$24K |
Sector Composition
| 1 | Financials | 0.1% |
| 2 | Healthcare | 0.04% |
| 3 | Technology | 0.01% |
