LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+3.79%
1 Year Return
+12.41%
3 Year Return
+41.17%
5 Year Return
+56.07%
10 Year Return
–
AUM
$801M
AUM Growth
+$801M
(+198%)
Cap. Flow
+$522M
Cap. Flow
% of AUM
65.14%
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
|
$81.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$67.6M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$64.4M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$60.5M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$53.6M |
Top Sells
Sector Composition
| 1 | Technology | 0.13% |
| 2 | Financials | 0.11% |
| 3 | Consumer Discretionary | 0.07% |
| 4 | Healthcare | 0% |
| 5 | Communication Services | 0% |
