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
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.67M
3
+$4.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.93M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$857K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.48%
27,286
+2,033
27
$1.64M 0.41%
54,077
-12,520
28
$1.57M 0.4%
6,112
-238
29
$1.36M 0.34%
27,300
+27,255
30
$1.3M 0.33%
49,176
+3,261
31
$1.25M 0.31%
19,636
+600
32
$1.23M 0.31%
23,131
-2,778
33
$1.2M 0.3%
16,766
-2,936
34
$1M 0.25%
17,865
+14,670
35
$919K 0.23%
16,738
+2,616
36
$840K 0.21%
10,779
+8,164
37
$673K 0.17%
15,596
-317
38
$547K 0.14%
42,432
+36,860
39
$535K 0.13%
8,847
-8,465
40
$505K 0.13%
+29,550
41
$492K 0.12%
+14,385
42
$463K 0.12%
13,572
+392
43
$446K 0.11%
11,300
44
$437K 0.11%
26,010
-4,072
45
$386K 0.1%
7,134
-792
46
$385K 0.1%
3,247
+1,566
47
$378K 0.1%
18,944
+12,634
48
$358K 0.09%
+11,584
49
$349K 0.09%
55,884
50
$256K 0.06%
+2,841
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