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
$367M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.57M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$756K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$487K

Top Sells

1
+$376K
2
+$368K
3
+$221K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$170K
5
ES icon
Eversource Energy
ES
+$164K

Sector Composition

1 Financials 0.39%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.5%
19,818
27
$1.64M 0.45%
5,821
+1
28
$1.6M 0.44%
25,366
+202
29
$1.35M 0.37%
16,608
+2,540
30
$1.08M 0.29%
39,055
-744
31
$954K 0.26%
40,707
-16,025
32
$924K 0.25%
17,128
+248
33
$899K 0.24%
18,932
-2,052
34
$766K 0.21%
17,840
+273
35
$676K 0.18%
11,344
+509
36
$625K 0.17%
31,374
-8,515
37
$572K 0.16%
11,300
38
$530K 0.14%
8,962
+102
39
$487K 0.13%
2,823
-373
40
$475K 0.13%
50,913
41
$342K 0.09%
3,850
42
$285K 0.08%
2,648
43
$217K 0.06%
2,819
+165
44
$209K 0.06%
4,852
45
$192K 0.05%
1,536
46
$153K 0.04%
400
47
$149K 0.04%
1,213
-387
48
$146K 0.04%
2,217
49
$138K 0.04%
1,191
50
$127K 0.03%
1,126
1
2
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