LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-0.71%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$1.15B
(-3.5%)
Cap. Flow
+$2.89M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
58.33%
Holding
144
New
5
Increased
35
Reduced
61
Closed
8
Top Buys
| 1 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$13M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$10.9M |
| 3 |
Tractor Supply
TSCO
|
$10.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$8.81M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.81M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$16.4M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$7.7M |
| 3 |
Vanguard Total Bond Market
BND
|
$6.77M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.52M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$3.33M |
Sector Composition
| 1 | Technology | 7.15% |
| 2 | Financials | 3.62% |
| 3 | Communication Services | 3.53% |
| 4 | Consumer Discretionary | 2.59% |
| 5 | Healthcare | 2.18% |
