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
$254M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.36M
3
+$4.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.47M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.55M

Top Sells

1
+$1.93M
2
+$451K
3
+$357K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$290K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$250K

Sector Composition

1 Financials 0.58%
2 Industrials 0.38%
3 Healthcare 0.06%
4 Energy 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61K 0.02%
847
52
$59K 0.02%
167
-25
53
$48K 0.02%
331
54
$45K 0.02%
413
-1,384
55
$41K 0.02%
477
-29
56
$40K 0.02%
694
57
$39K 0.02%
1,410
58
$39K 0.02%
700
59
$38K 0.02%
500
+100
60
$37K 0.01%
200
-1,931
61
$35K 0.01%
+171
62
$30K 0.01%
446
-614
63
$29K 0.01%
632
-3,500
64
$29K 0.01%
236
-720
65
$26K 0.01%
400
66
$26K 0.01%
2,000
67
$24K 0.01%
282
68
$22K 0.01%
172
-975
69
$20K 0.01%
200
70
$19K 0.01%
+674
71
$13K 0.01%
+320
72
$13K 0.01%
+75
73
$12K ﹤0.01%
200
74
$10K ﹤0.01%
92
-450
75
$10K ﹤0.01%
75
-600
1 2
3
4 5