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
$589M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.69M
3
+$4.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.37M

Top Sells

1
+$3.27M
2
+$2.18M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$728K

Sector Composition

1 Technology 0.73%
2 Consumer Discretionary 0.22%
3 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 0.64%
21,076
-582
27
$3.48M 0.59%
25,692
+8,362
28
$3.34M 0.57%
28,782
+1,191
29
$3.33M 0.57%
82,660
+2,933
30
$3M 0.51%
6,306
-41
31
$2.74M 0.46%
23,891
+1,927
32
$2.64M 0.45%
35,426
-7,144
33
$2.05M 0.35%
9,368
+580
34
$2.05M 0.35%
+79,329
35
$1.88M 0.32%
+27,765
36
$1.84M 0.31%
17,345
-97
37
$1.73M 0.29%
28,239
-4,419
38
$1.73M 0.29%
90,050
-12,690
39
$1.58M 0.27%
17,610
+9,570
40
$1.48M 0.25%
21,683
41
$1.39M 0.24%
54,145
-9,975
42
$1.29M 0.22%
31,274
+2,000
43
$1.2M 0.2%
46,908
-3,960
44
$1.19M 0.2%
11,801
-300
45
$1.16M 0.2%
13,314
-3,873
46
$926K 0.16%
14,385
47
$881K 0.15%
54,663
+1,500
48
$788K 0.13%
20,227
+4,495
49
$785K 0.13%
2,229
-15
50
$736K 0.13%
27,300
+16,650
1
2
3 4