LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+4.09%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$511M
AUM Growth
+$511M
(-6.2%)
Cap. Flow
-$54.3M
Cap. Flow
% of AUM
-10.64%
Top 10 Holdings %
Top 10 Hldgs %
78.44%
Holding
195
New
4
Increased
25
Reduced
37
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.62M |
| 2 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$1.39M |
| 3 |
DLY
DoubleLine Yield Opportunities Fund
DLY
|
$904K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$847K |
| 5 |
DBL
DoubleLine Opportunistic Credit Fund
DBL
|
$496K |
Top Sells
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Industrials | 0.22% |
| 3 | Financials | 0.17% |
| 4 | Consumer Discretionary | 0.08% |
| 5 | Healthcare | 0.07% |
