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
$683M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.6M
3
+$15.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$11M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M
5
IYG icon
iShares US Financial Services ETF
IYG
+$926K

Sector Composition

1 Technology 0.82%
2 Financials 0.44%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.11%
26,737
+6,510
52
$419K 0.06%
17,181
53
$349K 0.05%
12,047
54
$342K 0.05%
+6,070
55
$210K 0.03%
16,000
56
– –
-1,103
57
– –
-2,229
58
– –
-16,200
59
– –
-3,735
60
– –
-6,306
61
– –
-2,807
62
– –
-13,524
63
– –
-16,890
64
– –
-5,491
65
– –
-716
66
– –
-1,800
67
– –
-14,385
68
– –
-2,596
69
– –
-1,924
70
– –
-4,852
71
– –
-5,942
72
– –
-8,913
73
– –
-13,314
74
– –
-5,296
75
– –
-5,900
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3
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