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
$453M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.6M
3
+$5.12M
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$1.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.14M

Top Sells

1
+$35.4M
2
+$8.17M
3
+$4.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$897K

Sector Composition

1 Technology 0.49%
2 Industrials 0.15%
3 Healthcare 0.14%
4 Financials 0.12%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.07%
7,000
-4,300
52
$278K 0.06%
11,863
+9,897
53
$255K 0.06%
2,780
-61
54
$252K 0.06%
4,852
55
$193K 0.04%
1,800
56
$160K 0.04%
12,960
57
$151K 0.03%
5,491
+3,117
58
$142K 0.03%
11,595
59
$140K 0.03%
1,950
60
$137K 0.03%
1,378
61
$131K 0.03%
1,103
62
$125K 0.03%
681
63
$122K 0.03%
1,126
64
$118K 0.03%
895
65
$110K 0.02%
+895
66
$108K 0.02%
1,213
67
$100K 0.02%
1,059
68
$95K 0.02%
679
69
$94K 0.02%
703
70
$93K 0.02%
1,262
71
$93K 0.02%
254
72
$93K 0.02%
3,608
73
$90K 0.02%
3,949
+3,531
74
$88K 0.02%
16,200
75
$87K 0.02%
1,107
1 2
3
4 5