LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+5.74%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(-62%)
Cap. Flow
-$458M
Cap. Flow
% of AUM
-170.58%
Top 10 Holdings %
Top 10 Hldgs %
93.18%
Holding
111
New
33
Increased
2
Reduced
5
Closed
71
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$70.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$67.2M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$60.9M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$51.8M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$51.7M |
Sector Composition
| 1 | Financials | 6.78% |
| 2 | Technology | 4.92% |
| 3 | Communication Services | 1.31% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Healthcare | 0.82% |
