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
$367M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.57M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$756K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$487K

Top Sells

1
+$376K
2
+$368K
3
+$221K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$170K
5
ES icon
Eversource Energy
ES
+$164K

Sector Composition

1 Financials 0.39%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.03%
3,968
52
$109K 0.03%
892
53
$107K 0.03%
1,500
54
$97K 0.03%
618
55
$93K 0.03%
920
56
$92K 0.03%
2,287
57
$91K 0.02%
500
58
$89K 0.02%
16,200
59
$76K 0.02%
254
60
$75K 0.02%
1,359
61
$71K 0.02%
1,000
62
$69K 0.02%
2,695
63
$64K 0.02%
2,000
64
$60K 0.02%
426
-60
65
$60K 0.02%
300
66
$57K 0.02%
766
67
$55K 0.02%
158
68
$53K 0.01%
600
69
$51K 0.01%
1,400
70
$50K 0.01%
1,566
71
$43K 0.01%
960
72
$42K 0.01%
870
-7,623
73
$39K 0.01%
487
-314
74
$38K 0.01%
1,930
75
$38K 0.01%
446
1 2
3
4 5