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
$536K
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$880
2
+$647
3
+$500
4
CRM icon
Salesforce
CRM
+$474
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$469

Top Sells

1
+$1.99M
2
+$1.22M
3
+$747K
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$336K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$254K

Sector Composition

1 Technology 0.92%
2 Consumer Discretionary 0.19%
3 Consumer Staples 0.05%
4 Financials 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502 0.09%
10,040
+10,000
52
$481 0.09%
481
-21,019
53
$474 0.09%
+474
54
$469 0.09%
+469
55
$430 0.08%
+430
56
$389 0.07%
389
-11,474
57
$382 0.07%
382
-6,618
58
$353 0.07%
353
-4,499
59
$334 0.06%
334
-5,608
60
$315 0.06%
+315
61
$272 0.05%
+272
62
$270 0.05%
270
-4,332
63
$263 0.05%
1,578
-13,020
64
$260 0.05%
260
-1,540
65
$253 0.05%
253
-1,547
66
$252 0.05%
+252
67
$248 0.05%
248
-5,243
68
$240 0.04%
720
-12,099
69
$235 0.04%
235
+51
70
$225 0.04%
225
-675
71
$219 0.04%
+219
72
$208 0.04%
208
-895
73
$206 0.04%
206
-2,390
74
$180 0.03%
+180
75
$96 0.02%
96
-16,104
1 2
3
4 5