LGWM

Litman Gregory Wealth Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 13.73%
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.09M
3
+$1.2M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$628K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$389K

Top Sells

1
+$4.78M
2
+$2.61M
3
+$2.14M
4
VBND icon
Vident US Bond Strategy ETF
VBND
+$2.09M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$2.08M

Sector Composition

1 Financials 0.12%
2 Healthcare 0.05%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$102K 0.08%
+495
27
$76K 0.06%
+1,500
28
$71K 0.06%
+544
29
$70K 0.06%
2,928
-59,799
30
$70K 0.06%
+1,103
31
$57K 0.05%
+1,610
32
$51K 0.04%
+2,695
33
$43K 0.03%
+1,290
34
$34K 0.03%
+500
35
$32K 0.03%
+309
36
$30K 0.02%
+1,054
37
$17K 0.01%
+632
1
2