LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+2.92%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$332K
AUM Growth
+$332K
(-100%)
Cap. Flow
-$2.14M
Cap. Flow
% of AUM
-642.57%
Top 10 Holdings %
Top 10 Hldgs %
91.17%
Holding
74
New
–
Increased
22
Reduced
9
Closed
1
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.94K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.62K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$979 |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$949 |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$922 |
Top Sells
Sector Composition
| 1 | Industrials | 0.17% |
| 2 | Consumer Staples | 0.12% |
| 3 | Financials | 0.1% |
| 4 | Healthcare | 0.09% |
| 5 | Energy | 0.08% |
