LGWM

Litman Gregory Wealth Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.3M
3
+$3.77M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.77M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.67M

Top Sells

1
+$11.9M
2
+$7.05M
3
+$3.81M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.78M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.79M

Sector Composition

1 Technology 6.28%
2 Communication Services 3.29%
3 Financials 3.28%
4 Consumer Discretionary 2.56%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.26%
85,829
-2,184
52
$3.3M 0.26%
11,321
+599
53
$2.5M 0.2%
30,003
-3,014
54
$2.49M 0.2%
4,521
+5
55
$2.36M 0.19%
25,653
+177
56
$2.25M 0.18%
5,307
+4,516
57
$2.21M 0.17%
83,000
+2,121
58
$2.2M 0.17%
12,086
+422
59
$1.87M 0.15%
14,751
60
$1.87M 0.15%
27,784
-665
61
$1.86M 0.15%
12,352
62
$1.58M 0.12%
9,348
+780
63
$1.49M 0.12%
14,994
-244
64
$1.47M 0.12%
4,843
-134
65
$1.42M 0.11%
15,965
+1,069
66
$1.41M 0.11%
7,267
67
$1.27M 0.1%
32,107
-3,394
68
$1.26M 0.1%
13,298
69
$1.23M 0.1%
14,385
70
$1.23M 0.1%
55,194
+144
71
$1.22M 0.1%
25,328
72
$1.21M 0.1%
3,932
73
$1.21M 0.1%
+7,762
74
$1.21M 0.1%
32,190
+13
75
$1.19M 0.09%
10,177
-178
1 2
3
4 5