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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182K 0.04%
6,310
+1,460
52
$161K 0.04%
1,340
-43
53
$154K 0.03%
2,217
54
$150K 0.03%
+7,464
55
$148K 0.03%
1,136
+10
56
$146K 0.03%
818
+200
57
$139K 0.03%
1,103
58
$136K 0.03%
+804
59
$136K 0.03%
634
60
$130K 0.03%
400
61
$127K 0.03%
1,500
62
$126K 0.03%
924
+32
63
$126K 0.03%
+4,365
64
$125K 0.03%
794
-102
65
$125K 0.03%
745
+42
66
$120K 0.03%
3,858
+441
67
$119K 0.03%
+7,080
68
$111K 0.02%
990
69
$110K 0.02%
500
-9
70
$108K 0.02%
3,950
+1,255
71
$105K 0.02%
+3,830
72
$105K 0.02%
+5,572
73
$104K 0.02%
267
-134
74
$104K 0.02%
+3,493
75
$103K 0.02%
705
+26
1 2
3
4 5