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
$716M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.7M
3
+$5.98M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$4.42M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.96M

Top Sells

1
+$3.58M
2
+$3.34M
3
+$3.22M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.56M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.04%
4 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 0.69%
150,478
+22,476
27
$3.71M 0.52%
39,233
+17,771
28
$3.51M 0.49%
20,424
-274
29
$3.51M 0.49%
70,198
+20,114
30
$3.17M 0.44%
44,220
-130
31
$2.91M 0.41%
+53,837
32
$2.27M 0.32%
5,942
-73
33
$1.75M 0.24%
46,242
-13,070
34
$1.73M 0.24%
28,122
-1,580
35
$1.6M 0.22%
62,515
+4,785
36
$1.55M 0.22%
11,071
+346
37
$1.34M 0.19%
26,758
+776
38
$1.28M 0.18%
15,749
+11,875
39
$1.26M 0.18%
15,321
-100
40
$1.19M 0.17%
16,830
+11,315
41
$1.15M 0.16%
33,430
+18
42
$1.14M 0.16%
10,980
-776
43
$1.08M 0.15%
9,869
-510
44
$1.05M 0.15%
19,016
45
$992K 0.14%
5,816
-2,725
46
$989K 0.14%
+7,004
47
$957K 0.13%
7,367
-110
48
$801K 0.11%
36,792
-19,064
49
$755K 0.11%
14,385
50
$741K 0.1%
36,580
-1,412
1
2
3 4