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
$536K
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$880
2
+$647
3
+$500
4
CRM icon
Salesforce
CRM
+$474
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$469

Top Sells

1
+$1.99M
2
+$1.22M
3
+$747K
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$336K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$254K

Sector Composition

1 Technology 0.92%
2 Consumer Discretionary 0.19%
3 Consumer Staples 0.05%
4 Financials 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65K 0.49%
2,648
-3,539
27
$2.59K 0.48%
2,586
-29,920
28
$2.51K 0.47%
2,512
-91,889
29
$2.12K 0.4%
2,121
-91,179
30
$2.04K 0.38%
2,040
-29,927
31
$1.96K 0.37%
1,962
-34,203
32
$1.92K 0.36%
1,922
-14,787
33
$1.77K 0.33%
1,775
-61,793
34
$1.74K 0.32%
1,739
-11,770
35
$1.72K 0.32%
1,724
-5,949
36
$1.57K 0.29%
1,573
-14,896
37
$1.46K 0.27%
1,458
-20,225
38
$1.39K 0.26%
1,387
-9,693
39
$1.32K 0.25%
5,276
-43,964
40
$1.22K 0.23%
1,217
+647
41
$1.21K 0.23%
1,213
-332
42
$1.17K 0.22%
1,171
-11,840
43
$1.04K 0.19%
1,038
-6,984
44
$973 0.18%
973
-81,890
45
$924 0.17%
924
+880
46
$888 0.17%
2,664
-11,721
47
$607 0.11%
607
-11,032
48
$605 0.11%
605
-8,741
49
$519 0.1%
1,557
+117
50
$511 0.1%
511
-8,402
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