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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.07%
7,000
52
$290K 0.06%
2,791
+11
53
$281K 0.06%
11,863
54
$280K 0.06%
4,852
55
$215K 0.04%
1,500
-450
56
$206K 0.04%
1,800
57
$174K 0.04%
12,960
58
$163K 0.03%
5,491
59
$150K 0.03%
11,595
60
$149K 0.03%
2,596
-13,000
61
$144K 0.03%
1,378
62
$143K 0.03%
1,103
63
$131K 0.03%
1,035
+140
64
$127K 0.03%
1,126
65
$126K 0.03%
912
+17
66
$113K 0.02%
681
67
$110K 0.02%
1,140
+81
68
$109K 0.02%
926
+434
69
$108K 0.02%
725
+46
70
$105K 0.02%
1,320
+58
71
$103K 0.02%
270
+16
72
$97K 0.02%
703
73
$96K 0.02%
4,479
+530
74
$91K 0.02%
16,200
75
$91K 0.02%
3,518
-90
1 2
3
4 5