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
$969M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$13.3M
3
+$13.2M
4
UNH icon
UnitedHealth
UNH
+$11.7M
5
MSI icon
Motorola Solutions
MSI
+$11.6M

Top Sells

1
+$2.31M
2
+$1.85M
3
+$1.63M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$758K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$670K

Sector Composition

1 Technology 6.79%
2 Financials 3.16%
3 Communication Services 2.79%
4 Consumer Discretionary 2.24%
5 Healthcare 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.64M 0.89%
+147,781
27
$8.16M 0.84%
+62,328
28
$7.79M 0.8%
+38,632
29
$7.65M 0.79%
+2,480
30
$7.48M 0.77%
+24,909
31
$7.02M 0.72%
181,713
-19,624
32
$6.87M 0.71%
+159,355
33
$6.27M 0.65%
+72,104
34
$6.12M 0.63%
26,032
-660
35
$6.07M 0.63%
39,067
36
$5.8M 0.6%
61,666
+678
37
$5.74M 0.59%
82,983
+6,426
38
$5.65M 0.58%
61,720
+3,338
39
$5.37M 0.55%
71,477
+93
40
$5.26M 0.54%
156,315
+4,483
41
$4.9M 0.51%
161,922
-3,346
42
$4.2M 0.43%
44,539
+2,516
43
$3.91M 0.4%
17,230
44
$3.81M 0.39%
+10,414
45
$3.52M 0.36%
43,269
-7
46
$3.51M 0.36%
70,766
47
$3.45M 0.36%
+5,682
48
$2.91M 0.3%
+8,179
49
$2.74M 0.28%
52,837
50
$2.44M 0.25%
+11,920
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