LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
1-Year Return
12.41%
This Quarter Return
-0.87%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$409M
AUM Growth
+$29.8M
(+7.9%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
8.45%
Top 10 Holdings %
Top 10 Hldgs %
78.82%
Holding
245
New
5
Increased
27
Reduced
120
Closed
21
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$28.3M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.52M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.82M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$972K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$906K |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$1.98M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.79M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$1.09M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$619K |
| 5 |
Bank of America
BAC
|
$288K |
Sector Composition
| 1 | Financials | 0.37% |
| 2 | Technology | 0.35% |
| 3 | Industrials | 0.25% |
| 4 | Consumer Staples | 0.1% |
| 5 | Healthcare | 0.08% |
