LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+9.02%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$1.27B
AUM Growth
+$1.27B
(+9.1%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
142
New
4
Increased
46
Reduced
49
Closed
4
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$18.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14.4M |
| 3 |
O'Reilly Automotive
ORLY
|
$4.26M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.06M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$3.95M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.62M |
| 3 |
Visa
V
|
$3.88M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$3.81M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.02M |
Sector Composition
| 1 | Technology | 6.28% |
| 2 | Communication Services | 3.29% |
| 3 | Financials | 3.28% |
| 4 | Consumer Discretionary | 2.56% |
| 5 | Industrials | 1.75% |
