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
$126M
AUM Growth
-$630K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.36M
3
+$786K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$615K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$527K

Top Sells

1
+$1.69M
2
+$1.29M
3
+$719K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$682K
5
OEF icon
iShares S&P 100 ETF
OEF
+$554K

Sector Composition

1 Financials 0.1%
2 Healthcare 0.06%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74K 0.06%
1,103
27
$57K 0.05%
1,610
28
$52K 0.04%
2,695
29
$44K 0.04%
1,290
30
$36K 0.03%
309
31
$35K 0.03%
1,054
32
$15K 0.01%
632
33
– –
-4,471
34
– –
-10,601
35
– –
-2,496
36
– –
-2,928
37
– –
-49,327
38
– –
-500
1
2