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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.01%
+1,566
77
$43K 0.01%
+1,950
78
$40K 0.01%
+960
79
$40K 0.01%
+600
80
$34K 0.01%
446
81
$34K 0.01%
1,930
82
$32K 0.01%
416
83
$32K 0.01%
+1,362
84
$30K 0.01%
+156
85
$30K 0.01%
+872
86
$30K 0.01%
+600
87
$28K 0.01%
+1,086
88
$27K 0.01%
502
89
$26K 0.01%
+557
90
$25K 0.01%
+230
91
$24K 0.01%
+1,057
92
$22K 0.01%
+500
93
$22K 0.01%
169
94
$22K 0.01%
2,000
95
$20K 0.01%
+547
96
$19K 0.01%
200
97
$19K 0.01%
204
-106
98
$18K 0.01%
400
99
$17K 0.01%
482
-2,970
100
$17K 0.01%
+650
2 3
4
5 6