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
$254M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.36M
3
+$4.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.47M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.55M

Top Sells

1
+$1.93M
2
+$451K
3
+$357K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$290K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$250K

Sector Composition

1 Financials 0.58%
2 Industrials 0.38%
3 Healthcare 0.06%
4 Energy 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8K ﹤0.01%
57
77
$8K ﹤0.01%
53
78
$8K ﹤0.01%
+75
79
$8K ﹤0.01%
120
80
$7K ﹤0.01%
113
81
$7K ﹤0.01%
52
82
$7K ﹤0.01%
82
83
$6K ﹤0.01%
41
84
$6K ﹤0.01%
413
85
$5K ﹤0.01%
27
86
$5K ﹤0.01%
124
87
$5K ﹤0.01%
93
88
$4K ﹤0.01%
56
89
$3K ﹤0.01%
300
90
$3K ﹤0.01%
30
91
$2K ﹤0.01%
700
92
$2K ﹤0.01%
105
93
$2K ﹤0.01%
92
94
$1K ﹤0.01%
22
95
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-425
96
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-250
97
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98
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-500
99
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-87
100
– –
-229
2 3
4
5 6