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
$1.15B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.9M
3
+$8.81M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.81M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.8M

Top Sells

1
+$35.5M
2
+$7.7M
3
+$6.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.52M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.33M

Sector Composition

1 Technology 7.15%
2 Financials 3.62%
3 Communication Services 3.53%
4 Consumer Discretionary 2.59%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.19%
1,933
-37
52
$1.88M 0.16%
10,633
-74
53
$1.84M 0.16%
13,199
-45
54
$1.83M 0.16%
15,065
-100
55
$1.77M 0.15%
30,849
56
$1.74M 0.15%
17,951
-11,693
57
$1.59M 0.14%
5,504
+71
58
$1.57M 0.14%
8,937
-105
59
$1.36M 0.12%
7,340
60
$1.33M 0.12%
8,574
61
$1.31M 0.11%
14,111
-1,364
62
$1.3M 0.11%
36,827
+1,327
63
$1.22M 0.11%
29,151
-4,627
64
$1.2M 0.1%
25,038
-3,387
65
$1.18M 0.1%
32,169
-1,811
66
$1.16M 0.1%
10,355
67
$1.15M 0.1%
3,932
-400
68
$1.12M 0.1%
14,385
69
$1.05M 0.09%
11,765
+606
70
$1.01M 0.09%
4,585
-25
71
$1M 0.09%
15,856
+2,211
72
$947K 0.08%
36,638
73
$814K 0.07%
3,081
74
$713K 0.06%
1,394
75
$623K 0.05%
2,593
1 2
3
4 5