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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$803K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$759K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.49%
82,297
+41
27
$2.53M 0.47%
63,462
+25,604
28
$2.49M 0.46%
92,861
+465
29
$2.29M 0.42%
6,112
30
$2.23M 0.41%
70,936
+11,991
31
$2M 0.37%
120,513
+14,748
32
$1.92M 0.35%
32,834
-758
33
$1.89M 0.35%
36,473
34
$1.83M 0.34%
25,126
-390
35
$1.64M 0.3%
17,865
36
$1.5M 0.28%
13,356
+210
37
$1.41M 0.26%
23,476
-3,849
38
$1.36M 0.25%
16,469
-159
39
$1.34M 0.25%
68,200
+7,100
40
$1.19M 0.22%
13,610
-386
41
$1.1M 0.2%
49,240
42
$1.05M 0.19%
30,772
+2,974
43
$993K 0.18%
5,784
-1,321
44
$719K 0.13%
14,385
45
$609K 0.11%
9,687
+918
46
$523K 0.1%
61,481
+5,597
47
$521K 0.1%
11,639
+55
48
$483K 0.09%
22,760
+1,633
49
$466K 0.09%
9,081
-2,445
50
$354K 0.07%
7,000
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2
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