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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.04%
1,191
52
$114K 0.04%
1,126
53
$103K 0.03%
+2,927
54
$99K 0.03%
892
+800
55
$98K 0.03%
3,968
+3,131
56
$95K 0.03%
2,287
57
$90K 0.03%
920
58
$88K 0.03%
1,500
59
$86K 0.03%
618
60
$85K 0.03%
16,200
61
$78K 0.02%
756
62
$77K 0.02%
500
63
$76K 0.02%
+600
64
$67K 0.02%
+1,000
65
$67K 0.02%
1,359
66
$66K 0.02%
+254
67
$63K 0.02%
486
+250
68
$61K 0.02%
300
+100
69
$61K 0.02%
2,695
70
$58K 0.02%
+2,000
71
$57K 0.02%
1,891
72
$55K 0.02%
801
+701
73
$49K 0.02%
766
-81
74
$48K 0.01%
158
-9
75
$48K 0.01%
+1,400
1 2
3
4 5