LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-0.53%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+73,714%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
12.5%
Top 10 Holdings %
Top 10 Hldgs %
83.42%
Holding
174
New
101
Increased
30
Reduced
10
Closed
7
Top Buys
| 1 |
iShares Core MSCI Europe ETF
IEUR
|
$4.63M |
| 2 |
Bank of America
BAC
|
$3.17M |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$2.72M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$2.67M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.86M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$286K |
| 2 |
PepsiCo
PEP
|
$125K |
| 3 |
Procter & Gamble
PG
|
$100K |
| 4 |
Exxon Mobil
XOM
|
$90K |
| 5 |
Johnson & Johnson
JNJ
|
$87.5K |
Sector Composition
| 1 | Financials | 1.83% |
| 2 | Industrials | 0.47% |
| 3 | Technology | 0.39% |
| 4 | Healthcare | 0.36% |
| 5 | Consumer Discretionary | 0.16% |
