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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$146K 0.04%
2,217
52
$134K 0.03%
1,126
53
$129K 0.03%
4,850
+1,075
54
$128K 0.03%
1,103
55
$125K 0.03%
896
-852
56
$122K 0.03%
1,500
57
$122K 0.03%
634
+150
58
$122K 0.03%
892
59
$115K 0.03%
703
+150
60
$104K 0.03%
990
+250
61
$102K 0.03%
618
62
$100K 0.02%
3,417
63
$100K 0.02%
2,920
-555
64
$100K 0.02%
509
-9
65
$92K 0.02%
16,200
66
$88K 0.02%
679
-275
67
$79K 0.02%
1,359
68
$74K 0.02%
1,496
-1,418
69
$69K 0.02%
331
-31
70
$68K 0.02%
2,695
71
$65K 0.02%
2,000
72
$59K 0.01%
766
73
$56K 0.01%
158
74
$56K 0.01%
732
-132
75
$53K 0.01%
478
-478
1 2
3
4 5