LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-2.84%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+3.5%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
6.32%
Top 10 Holdings %
Top 10 Hldgs %
83.23%
Holding
175
New
8
Increased
16
Reduced
25
Closed
81
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$5.42M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.36M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.09M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$3.03M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$2.47M |
Top Sells
| 1 |
Bank of America
BAC
|
$1.93M |
| 2 |
iShares S&P 100 ETF
OEF
|
$451K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$357K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$290K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$250K |
Sector Composition
| 1 | Financials | 0.58% |
| 2 | Industrials | 0.38% |
| 3 | Healthcare | 0.06% |
| 4 | Energy | 0.02% |
| 5 | Technology | 0.02% |
