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
$297M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$7.18M
3
+$6.21M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.36M

Top Sells

1
+$5.64M
2
+$1.22M
3
+$1.13M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$403K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$314K

Sector Composition

1 Financials 0.51%
2 Industrials 0.34%
3 Healthcare 0.06%
4 Technology 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$87K 0.03%
404
+233
52
$78K 0.03%
1,891
53
$77K 0.03%
2,695
54
$77K 0.03%
1,359
55
$77K 0.03%
756
56
$66K 0.02%
847
57
$61K 0.02%
167
58
$45K 0.02%
413
59
$43K 0.01%
694
60
$43K 0.01%
200
61
$40K 0.01%
+1,930
62
$38K 0.01%
+416
63
$37K 0.01%
700
64
$36K 0.01%
632
65
$34K 0.01%
446
66
$33K 0.01%
+310
67
$33K 0.01%
236
68
$30K 0.01%
+502
69
$29K 0.01%
400
70
$28K 0.01%
326
+44
71
$26K 0.01%
+837
72
$26K 0.01%
169
-162
73
$24K 0.01%
2,000
74
$21K 0.01%
172
75
$21K 0.01%
200
1 2
3
4 5