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
$716M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.7M
3
+$5.98M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$4.42M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.96M

Top Sells

1
+$3.58M
2
+$3.34M
3
+$3.22M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.56M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.04%
4 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.1%
30,900
52
$661K 0.09%
27,812
+16,675
53
$661K 0.09%
8,011
+341
54
$645K 0.09%
12,585
55
$562K 0.08%
5,386
+472
56
$549K 0.08%
9,620
57
$503K 0.07%
2,468
+161
58
$469K 0.07%
100
59
$461K 0.06%
4,335
-75
60
$441K 0.06%
5,039
61
$415K 0.06%
2,263
+603
62
$407K 0.06%
8,574
-339
63
$354K 0.05%
32,969
+16,800
64
$346K 0.05%
10,370
+1,040
65
$346K 0.05%
2,038
-22
66
$329K 0.05%
7,000
67
$301K 0.04%
3,548
68
$298K 0.04%
1,800
69
$294K 0.04%
11,863
70
$265K 0.04%
3,150
-700
71
$259K 0.04%
3,520
-50
72
$252K 0.04%
901
+4
73
$250K 0.03%
4,275
-577
74
$214K 0.03%
13,677
-1,740
75
$209K 0.03%
11,748
-5,073
1 2
3
4