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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$803K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$759K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.06%
2,962
+171
52
$346K 0.06%
1,470
-30
53
$335K 0.06%
11,863
54
$310K 0.06%
4,852
55
$296K 0.05%
5,942
-601
56
$255K 0.05%
+1,800
57
$211K 0.04%
1,800
58
$211K 0.04%
5,491
59
$196K 0.04%
12,960
60
$182K 0.03%
1,103
61
$178K 0.03%
2,596
62
$175K 0.03%
11,595
63
$164K 0.03%
1,378
64
$151K 0.03%
707
+26
65
$144K 0.03%
1,126
66
$135K 0.02%
1,059
-81
67
$133K 0.02%
896
-16
68
$131K 0.02%
3,870
+352
69
$114K 0.02%
895
-140
70
$113K 0.02%
1,250
71
$113K 0.02%
1,446
+126
72
$112K 0.02%
703
73
$107K 0.02%
679
-46
74
$102K 0.02%
1,213
-55
75
$96K 0.02%
4,468
1 2
3
4 5