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
$683M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.6M
3
+$15.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$11M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M
5
IYG icon
iShares US Financial Services ETF
IYG
+$926K

Sector Composition

1 Technology 0.82%
2 Financials 0.44%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.64%
25,081
+4,005
27
$4.11M 0.6%
55,710
+6,686
28
$3.88M 0.57%
86,001
-2,400
29
$3.68M 0.54%
96,630
+13,970
30
$3.44M 0.5%
39,700
-3,279
31
$3.17M 0.46%
29,272
+490
32
$3.03M 0.44%
+177,260
33
$2.67M 0.39%
24,787
+896
34
$2.34M 0.34%
33,708
-1,718
35
$2.17M 0.32%
129,150
+39,100
36
$1.95M 0.29%
9,368
37
$1.81M 0.27%
31,482
+3,243
38
$1.49M 0.22%
15,421
-1,924
39
$1.48M 0.22%
56,100
+28,800
40
$1.44M 0.21%
11,247
-14,445
41
$1.35M 0.2%
21,627
-56
42
$1.3M 0.19%
53,790
-355
43
$1.3M 0.19%
33,349
+2,075
44
$1.26M 0.18%
11,801
45
$1.23M 0.18%
+30,000
46
$1.08M 0.16%
45,650
-1,258
47
$991K 0.15%
+75,500
48
$817K 0.12%
56,263
+1,600
49
$812K 0.12%
12,938
+2,790
50
$785K 0.11%
+14,540
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