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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.47%
19,716
27
$2.28M 0.47%
82,256
28
$2.05M 0.42%
6,112
29
$1.85M 0.38%
58,945
30
$1.7M 0.35%
33,592
-470
31
$1.69M 0.35%
105,765
+47,264
32
$1.62M 0.33%
25,516
+517
33
$1.61M 0.33%
36,473
+3,492
34
$1.43M 0.3%
27,325
-61,222
35
$1.4M 0.29%
+37,858
36
$1.31M 0.27%
13,146
+1,575
37
$1.25M 0.26%
17,865
38
$1.22M 0.25%
16,628
-20
39
$1.17M 0.24%
61,100
+17,700
40
$1.13M 0.23%
13,996
41
$1.11M 0.23%
7,105
+912
42
$841K 0.17%
49,240
43
$737K 0.15%
27,798
+4,086
44
$585K 0.12%
14,385
45
$547K 0.11%
8,769
-560
46
$515K 0.11%
11,526
-6,848
47
$435K 0.09%
11,584
48
$424K 0.09%
21,127
-2,133
49
$354K 0.07%
55,884
50
$339K 0.07%
6,543
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