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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.49%
65,137
+8,794
27
$1.86M 0.45%
19,713
-105
28
$1.74M 0.43%
5,862
29
$1.69M 0.41%
26,377
+2,313
30
$1.09M 0.27%
19,544
-504
31
$958K 0.23%
17,128
32
$940K 0.23%
15,339
+970
33
$903K 0.22%
35,124
+16,168
34
$791K 0.19%
32,332
-2,500
35
$712K 0.17%
24,415
-9,888
36
$684K 0.17%
16,724
-1,116
37
$562K 0.14%
11,300
38
$548K 0.13%
8,872
-222
39
$485K 0.12%
24,351
40
$450K 0.11%
50,913
41
$296K 0.07%
2,648
42
$228K 0.06%
2,279
-603
43
$227K 0.06%
2,478
44
$218K 0.05%
4,852
45
$207K 0.05%
2,654
46
$202K 0.05%
1,536
47
$181K 0.04%
1,539
-606
48
$164K 0.04%
1,383
-194
49
$156K 0.04%
401
-147
50
$152K 0.04%
400
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