LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+6.93%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$449M
AUM Growth
+$449M
(+9.9%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
78.26%
Holding
275
New
51
Increased
54
Reduced
40
Closed
68
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.95M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.21M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.11M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.72M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.34M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$1.03M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$875K |
| 3 |
Bank of America
BAC
|
$785K |
| 4 |
iShares Core MSCI Europe ETF
IEUR
|
$326K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$159K |
Sector Composition
| 1 | Technology | 0.45% |
| 2 | Industrials | 0.29% |
| 3 | Financials | 0.21% |
| 4 | Healthcare | 0.09% |
| 5 | Consumer Staples | 0.07% |
