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
$149M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.02M
3
+$2.71M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$1.71M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.54M

Top Sells

1
+$1.55M
2
+$1.2M
3
+$96.8K
4
OEF icon
iShares S&P 100 ETF
OEF
+$59.9K
5
BME icon
BlackRock Health Sciences Trust
BME
+$24K

Sector Composition

1 Financials 0.1%
2 Healthcare 0.04%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108K 0.07%
1,500
27
$101K 0.07%
+1,806
28
$97K 0.07%
+2,200
29
$90K 0.06%
866
30
$85K 0.06%
+2,428
31
$77K 0.05%
618
32
$65K 0.04%
544
33
$62K 0.04%
2,695
34
$47K 0.03%
1,500
35
$41K 0.03%
1,290
36
$35K 0.02%
+331
37
$32K 0.02%
1,054
38
$31K 0.02%
309
39
$27K 0.02%
853
-757
40
$18K 0.01%
632
41
$16K 0.01%
560
42
$6K ﹤0.01%
130
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