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
$1.17B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$8.9M
3
+$5.16M
4
XJH icon
iShares ESG Screened S&P Mid-Cap ETF
XJH
+$4.84M
5
URI icon
United Rentals
URI
+$3.73M

Top Sells

1
+$8.67M
2
+$7.7M
3
+$5.23M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.27M

Sector Composition

1 Technology 6.38%
2 Financials 3.67%
3 Communication Services 3.11%
4 Consumer Discretionary 2.59%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.29%
19,422
+1
52
$3.08M 0.26%
88,013
+4,056
53
$2.5M 0.21%
33,017
-524
54
$2.17M 0.19%
80,879
-20,316
55
$2.17M 0.19%
25,476
56
$2.12M 0.18%
4,516
+3,122
57
$2.02M 0.17%
11,664
+2,727
58
$1.73M 0.15%
28,449
-2,400
59
$1.69M 0.15%
14,751
-314
60
$1.57M 0.13%
12,352
-847
61
$1.51M 0.13%
15,238
-2,713
62
$1.43M 0.12%
1,080
-853
63
$1.37M 0.12%
7,267
-73
64
$1.35M 0.12%
14,896
+3,131
65
$1.35M 0.12%
4,977
-527
66
$1.31M 0.11%
8,568
-6
67
$1.27M 0.11%
35,501
-1,326
68
$1.25M 0.11%
10,355
69
$1.23M 0.11%
13,298
-813
70
$1.22M 0.1%
55,050
+33,995
71
$1.2M 0.1%
3,932
72
$1.18M 0.1%
32,177
+8
73
$1.13M 0.1%
14,385
74
$1.11M 0.09%
25,328
-3,823
75
$1.06M 0.09%
25,038
1 2
3
4 5