LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-18.02%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$398M
AUM Growth
+$398M
(-11%)
Cap. Flow
+$31.9M
Cap. Flow
% of AUM
8.02%
Top 10 Holdings %
Top 10 Hldgs %
78.07%
Holding
223
New
16
Increased
34
Reduced
58
Closed
59
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$17.2M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$4.67M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.61M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.07M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.93M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.96M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
$3.69M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.05M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.34M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$857K |
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Industrials | 0.16% |
| 3 | Healthcare | 0.15% |
| 4 | Financials | 0.12% |
| 5 | Consumer Staples | 0.06% |
