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LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
16.95%
This Fund
S&P 500
This Quarter
Est. Return
+3.79%
1 Year Est. Return
+16.95%
3 Year Est. Return
+55.52%
5 Year Est. Return
+42.49%
10 Year Est. Return
+116.37%
AUM
$801M
AUM Growth
+$533M
(+198%)
Cap. Flow
+$558M
Cap. Flow
% of AUM
69.7%
Top 10 Holdings %
Top 10 Hldgs %
73.37%
Holding
113
New
73
Increased
5
Reduced
4
Closed
31
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$77M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$67M |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$64.6M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$60.2M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$54.2M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$47M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$45.2M |
| 3 |
Dimensional International High Profitability ETF
DIHP
|
+$20.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$17.2M |
| 5 |
Apple
AAPL
|
+$9.4M |
Sector Composition
| 1 | Technology | 0.13% |
| 2 | Financials | 0.11% |
| 3 | Consumer Discretionary | 0.07% |
| 4 | Healthcare | 0% |
| 5 | Communication Services | 0% |
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