LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+15.76%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$453M
AUM Growth
+$453M
(+14%)
Cap. Flow
-$6.63M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
79.71%
Holding
175
New
11
Increased
39
Reduced
17
Closed
2
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$20.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.12M |
| 4 |
DLY
DoubleLine Yield Opportunities Fund
DLY
|
$1.4M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.14M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$35.4M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
$8.17M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.05M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.48M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$897K |
Sector Composition
| 1 | Technology | 0.49% |
| 2 | Industrials | 0.15% |
| 3 | Healthcare | 0.14% |
| 4 | Financials | 0.12% |
| 5 | Consumer Discretionary | 0.07% |
