LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+1.6%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$297M
AUM Growth
+$297M
(+17%)
Cap. Flow
+$40.7M
Cap. Flow
% of AUM
13.72%
Top 10 Holdings %
Top 10 Hldgs %
78.87%
Holding
113
New
19
Increased
22
Reduced
18
Closed
1
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$5.64M |
| 2 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$1.22M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.13M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$403K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$314K |
Sector Composition
| 1 | Financials | 0.51% |
| 2 | Industrials | 0.34% |
| 3 | Healthcare | 0.06% |
| 4 | Technology | 0.02% |
| 5 | Energy | 0.01% |
