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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.46%
66,597
+1,460
27
$2.04M 0.46%
6,350
+488
28
$1.93M 0.43%
19,702
-11
29
$1.78M 0.4%
25,909
-468
30
$1.4M 0.31%
19,036
-508
31
$1.17M 0.26%
45,915
+10,791
32
$1.06M 0.24%
17,312
+1,973
33
$949K 0.21%
15,913
-1,215
34
$946K 0.21%
14,122
+5,250
35
$758K 0.17%
30,082
-2,250
36
$619K 0.14%
55,884
+4,971
37
$604K 0.13%
11,300
38
$591K 0.13%
13,180
-3,544
39
$481K 0.11%
24,351
40
$474K 0.11%
7,926
+7,893
41
$304K 0.07%
2,184
+645
42
$293K 0.07%
+20,613
43
$268K 0.06%
3,195
+541
44
$258K 0.06%
2,615
+137
45
$242K 0.05%
1,681
+145
46
$235K 0.05%
4,852
47
$231K 0.05%
1,928
-720
48
$213K 0.05%
+16,644
49
$201K 0.04%
1,800
-479
50
$183K 0.04%
4,922
+2,002
1
2
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