LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
1-Year Return
12.41%
This Quarter Return
+2.09%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$379M
AUM Growth
+$11.7M
(+3.2%)
Cap. Flow
+$4.17M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
79.21%
Holding
245
New
113
Increased
35
Reduced
26
Closed
5
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.61M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.31M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$989K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$602K |
| 5 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$470K |
Top Sells
| 1 |
iShares Core MSCI Europe ETF
IEUR
|
$1.29M |
| 2 |
Vanguard Health Care ETF
VHT
|
$487K |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$463K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$416K |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$287K |
Sector Composition
| 1 | Financials | 0.53% |
| 2 | Technology | 0.45% |
| 3 | Industrials | 0.31% |
| 4 | Healthcare | 0.13% |
| 5 | Consumer Staples | 0.12% |
