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%
+14,540
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
– –
-3,020
57
– –
-7,727
58
– –
-4,795
59
– –
-4,350
60
– –
-7,000
61
– –
-6,078
62
– –
-11,600
63
– –
-11,916
64
– –
-5,900
65
– –
-5,296
66
– –
-13,314
67
– –
-8,913
68
– –
-5,942
69
– –
-4,852
70
– –
-1,924
71
– –
-2,596
72
– –
-14,385
73
– –
-1,800
74
– –
-716
75
– –
-5,491
1 2
3
4