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
$1.2B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.12M
3
+$2.11M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2M

Top Sells

1
+$6.46M
2
+$3.73M
3
+$1.84M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
BX icon
Blackstone
BX
+$1.02M

Sector Composition

1 Technology 7.05%
2 Communication Services 3.31%
3 Financials 3.29%
4 Consumer Discretionary 2.53%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.06%
189,262
+14,912
27
$11.4M 0.95%
67,979
+305
28
$11.2M 0.94%
2,666
+5
29
$10.9M 0.91%
173,356
+33,745
30
$10.6M 0.89%
161,371
+31,997
31
$10.4M 0.87%
62,783
+2,930
32
$10.4M 0.87%
59,597
-749
33
$9.35M 0.78%
225,765
+16,050
34
$8.91M 0.74%
170,011
+6,775
35
$8.48M 0.71%
37,460
-24
36
$7.93M 0.66%
25,220
-32
37
$7.73M 0.65%
39,041
38
$7.64M 0.64%
90,805
+1,308
39
$6.63M 0.55%
158,536
+3,736
40
$6.28M 0.52%
64,000
-808
41
$5.37M 0.45%
10,396
-128
42
$5.23M 0.44%
16,230
43
$5.12M 0.43%
8,920
+3,483
44
$4.43M 0.37%
40,748
-5,092
45
$3.58M 0.3%
9,488
-151
46
$3.35M 0.28%
92,046
-10,453
47
$3.21M 0.27%
41,850
-300
48
$3M 0.25%
29,644
-13,228
49
$2.66M 0.22%
34,111
+4,657
50
$2.66M 0.22%
15,226
+768
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