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
$1.2B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.12M
3
+$2.11M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2M

Top Sells

1
+$6.46M
2
+$3.73M
3
+$1.84M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
BX icon
Blackstone
BX
+$1.02M

Sector Composition

1 Technology 7.05%
2 Communication Services 3.31%
3 Financials 3.29%
4 Consumer Discretionary 2.53%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.18%
24,911
52
$2.13M 0.18%
10,707
-250
53
$1.94M 0.16%
30,849
54
$1.83M 0.15%
15,165
55
$1.75M 0.15%
13,244
-70
56
$1.74M 0.15%
1,970
-714
57
$1.72M 0.14%
21,633
-8,829
58
$1.62M 0.14%
9,042
+1,546
59
$1.55M 0.13%
33,778
-1,380
60
$1.5M 0.13%
5,433
+29
61
$1.48M 0.12%
15,475
62
$1.39M 0.12%
7,340
63
$1.35M 0.11%
8,574
64
$1.3M 0.11%
28,425
-10,750
65
$1.29M 0.11%
35,500
+135
66
$1.28M 0.11%
33,980
-1,333
67
$1.28M 0.11%
23,598
-8,813
68
$1.27M 0.11%
54,041
+32,186
69
$1.22M 0.1%
10,355
70
$1.2M 0.1%
4,332
+3,190
71
$1.09M 0.09%
11,159
+136
72
$1.02M 0.09%
14,385
73
$943K 0.08%
36,638
74
$874K 0.07%
13,645
+1,956
75
$859K 0.07%
4,610
+800
1 2
3
4 5