LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+6.82%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
(+4.6%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
133
New
14
Increased
47
Reduced
44
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.25M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$4.35M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.59M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$2.43M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.68M |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$27M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.96M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.99M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.44M |
| 5 |
Motorola Solutions
MSI
|
$774K |
Sector Composition
| 1 | Technology | 6.76% |
| 2 | Financials | 3.37% |
| 3 | Communication Services | 2.97% |
| 4 | Consumer Discretionary | 2.56% |
| 5 | Healthcare | 2.23% |
