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
$589M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.69M
3
+$4.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.37M

Top Sells

1
+$3.27M
2
+$2.18M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$728K

Sector Composition

1 Technology 0.73%
2 Consumer Discretionary 0.22%
3 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.11%
6,078
+17
52
$588K 0.1%
+1,924
53
$548K 0.09%
10,148
54
$518K 0.09%
8,913
55
$503K 0.09%
+3,020
56
$483K 0.08%
3,735
+1,815
57
$482K 0.08%
7,727
-1,977
58
$474K 0.08%
+16,890
59
$445K 0.08%
+17,181
60
$406K 0.07%
4,852
61
$379K 0.06%
7,000
62
$373K 0.06%
12,047
63
$342K 0.06%
4,795
-1,397
64
$313K 0.05%
1,800
65
$310K 0.05%
11,600
+3,700
66
$306K 0.05%
5,942
67
$256K 0.04%
13,524
-1,638
68
$254K 0.04%
16,000
69
$242K 0.04%
4,350
70
$241K 0.04%
716
-1,428
71
$240K 0.04%
5,900
-2,760
72
$238K 0.04%
2,807
73
$233K 0.04%
11,916
-1,224
74
$231K 0.04%
5,491
75
$215K 0.04%
2,596
1 2
3
4