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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.51%
19,818
27
$1.46M 0.45%
5,820
+1,519
28
$1.44M 0.44%
25,164
+2,802
29
$1.19M 0.37%
+56,732
30
$1.11M 0.34%
14,068
+6,504
31
$981K 0.3%
39,799
+2,744
32
$827K 0.25%
20,984
+20,352
33
$785K 0.24%
16,880
+3,880
34
$691K 0.21%
+39,889
35
$686K 0.21%
17,567
+13,415
36
$633K 0.19%
10,835
+1,412
37
$527K 0.16%
11,300
-4,000
38
$515K 0.16%
50,913
+16,086
39
$513K 0.16%
3,196
-404
40
$457K 0.14%
8,860
+1,162
41
$391K 0.12%
8,493
+7,793
42
$304K 0.09%
+3,850
43
$259K 0.08%
+2,648
44
$184K 0.06%
2,654
+2,328
45
$183K 0.06%
4,852
+2,048
46
$174K 0.05%
1,600
+1,428
47
$171K 0.05%
1,536
48
$164K 0.05%
+2,520
49
$134K 0.04%
2,217
-776
50
$129K 0.04%
400
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