LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-12.27%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$680M
AUM Growth
+$680M
(-0.54%)
Cap. Flow
+$84.9M
Cap. Flow
% of AUM
12.49%
Top 10 Holdings %
Top 10 Hldgs %
70.61%
Holding
90
New
35
Increased
29
Reduced
16
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$14.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$9.42M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$7.05M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.62M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$6.45M |
Top Sells
Sector Composition
| 1 | Financials | 1% |
| 2 | Real Estate | 0.76% |
| 3 | Technology | 0.61% |
| 4 | Consumer Discretionary | 0.13% |
