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
$161M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$965K
3
+$798K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$473K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$433K

Top Sells

1
+$3.02M
2
+$731K
3
+$212K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$120K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$112K

Sector Composition

1 Financials 0.11%
2 Healthcare 0.08%
3 Energy 0.04%
4 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$242K 0.15%
3,035
27
$175K 0.11%
+1,826
28
$151K 0.09%
3,042
29
$103K 0.06%
1,500
30
$96K 0.06%
2,428
31
$82K 0.05%
2,800
+2,240
32
$81K 0.05%
618
33
$80K 0.05%
756
-110
34
$72K 0.04%
+672
35
$68K 0.04%
2,108
+1,054
36
$66K 0.04%
544
37
$63K 0.04%
2,695
38
$40K 0.02%
+2,325
39
$39K 0.02%
1,290
40
$38K 0.02%
+593
41
$38K 0.02%
331
42
$37K 0.02%
309
43
$23K 0.01%
+183
44
$23K 0.01%
632
45
– –
-1,500
46
– –
-130
47
– –
-853
48
– –
-27,931
1
2