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
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.67M
3
+$4.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.93M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$857K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K 0.06%
19,051
-5,300
52
$200K 0.05%
4,852
53
$156K 0.04%
1,800
54
$132K 0.03%
12,960
-3,684
55
$123K 0.03%
1,378
-550
56
$121K 0.03%
11,595
-9,018
57
$108K 0.03%
1,126
-10
58
$107K 0.03%
895
-29
59
$102K 0.03%
681
+281
60
$100K 0.03%
1,103
61
$95K 0.02%
1,059
-1,125
62
$93K 0.02%
+1,262
63
$89K 0.02%
703
-42
64
$89K 0.02%
679
-26
65
$88K 0.02%
1,213
-127
66
$86K 0.02%
254
-13
67
$84K 0.02%
16,200
68
$80K 0.02%
+3,608
69
$78K 0.02%
1,107
+607
70
$71K 0.02%
2,287
-2,635
71
$70K 0.02%
2,390
-1,440
72
$68K 0.02%
1,950
73
$66K 0.02%
500
74
$63K 0.02%
1,359
75
$60K 0.02%
2,815
+815
1 2
3
4 5