LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+2.42%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$1.13B
(+2.2%)
Cap. Flow
+$316K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
57.12%
Holding
138
New
7
Increased
44
Reduced
43
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$15.8M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.4M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$4.3M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$3.97M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$2.26M |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Communication Services | 3.5% |
| 3 | Financials | 3.16% |
| 4 | Consumer Discretionary | 2.52% |
| 5 | Healthcare | 2.31% |
