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
$969M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$13.3M
3
+$13.2M
4
UNH icon
UnitedHealth
UNH
+$11.7M
5
MSI icon
Motorola Solutions
MSI
+$11.6M

Top Sells

1
+$2.31M
2
+$1.85M
3
+$1.63M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$758K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$670K

Sector Composition

1 Technology 6.79%
2 Financials 3.16%
3 Communication Services 2.79%
4 Consumer Discretionary 2.24%
5 Healthcare 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.23%
+68,643
52
$2.24M 0.23%
5,250
+16
53
$2.04M 0.21%
77,515
54
$1.89M 0.19%
+17,625
55
$1.85M 0.19%
+30,540
56
$1.79M 0.19%
27,876
-621
57
$1.76M 0.18%
46,372
+1,580
58
$1.73M 0.18%
+24,925
59
$1.61M 0.17%
11,656
-38
60
$1.37M 0.14%
15,251
61
$1.33M 0.14%
25,586
-629
62
$1.3M 0.13%
13,677
-171
63
$1.17M 0.12%
5,816
64
$1.16M 0.12%
9,629
65
$1.1M 0.11%
31,621
-1,008
66
$1.08M 0.11%
10,929
67
$1.04M 0.11%
+69,528
68
$1.04M 0.11%
13,919
69
$992K 0.1%
7,004
70
$970K 0.1%
+6,386
71
$909K 0.09%
7,147
+4,327
72
$834K 0.09%
31,520
73
$804K 0.08%
+4,196
74
$781K 0.08%
36,991
+62
75
$770K 0.08%
32,405
+4,200
1 2
3
4 5