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
$297M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$7.18M
3
+$6.21M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.36M

Top Sells

1
+$5.64M
2
+$1.22M
3
+$1.13M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$403K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$314K

Sector Composition

1 Financials 0.51%
2 Industrials 0.34%
3 Healthcare 0.06%
4 Technology 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
+119
77
$17K 0.01%
106
+65
78
$15K 0.01%
+256
79
$15K 0.01%
200
80
$14K ﹤0.01%
75
81
$14K ﹤0.01%
+278
82
$14K ﹤0.01%
+166
83
$14K ﹤0.01%
503
-171
84
$11K ﹤0.01%
75
85
$10K ﹤0.01%
92
86
$9K ﹤0.01%
320
-5,250
87
$9K ﹤0.01%
100
-400
88
$9K ﹤0.01%
120
89
$9K ﹤0.01%
+191
90
$9K ﹤0.01%
+750
91
$9K ﹤0.01%
57
92
$8K ﹤0.01%
82
93
$8K ﹤0.01%
52
94
$8K ﹤0.01%
53
95
$8K ﹤0.01%
113
96
$6K ﹤0.01%
413
97
$6K ﹤0.01%
+450
98
$6K ﹤0.01%
+632
99
$5K ﹤0.01%
93
100
$5K ﹤0.01%
+100
1 2 3
4
5