LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+1.2%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.5M |
| 2 |
Xtrackers International Real Estate ETF
HAUZ
|
$20M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$18.2M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$13.5M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.2M |
Top Sells
No sells this quarter
