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
$297M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$7.18M
3
+$6.21M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.36M

Top Sells

1
+$5.64M
2
+$1.22M
3
+$1.13M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$403K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$314K

Sector Composition

1 Financials 0.51%
2 Industrials 0.34%
3 Healthcare 0.06%
4 Technology 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.56%
+55,439
27
$1.48M 0.5%
22,362
-18,452
28
$1.25M 0.42%
4,301
+415
29
$1.09M 0.37%
37,055
30
$813K 0.27%
15,300
31
$717K 0.24%
13,000
32
$649K 0.22%
3,600
33
$595K 0.2%
7,564
-1,696
34
$555K 0.19%
34,827
35
$546K 0.18%
9,423
36
$459K 0.15%
7,698
37
$213K 0.07%
2,993
-4,353
38
$199K 0.07%
1,536
-163
39
$187K 0.06%
3,452
40
$178K 0.06%
4,152
-3,349
41
$149K 0.05%
400
42
$146K 0.05%
1,191
43
$130K 0.04%
1,126
+1,051
44
$124K 0.04%
2,804
+2,484
45
$115K 0.04%
1,500
46
$104K 0.04%
920
47
$103K 0.03%
500
48
$100K 0.03%
618
49
$96K 0.03%
2,287
50
$91K 0.03%
+16,200
1
2
3 4 5