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
$367M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.57M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$756K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$487K

Top Sells

1
+$376K
2
+$368K
3
+$221K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$170K
5
ES icon
Eversource Energy
ES
+$164K

Sector Composition

1 Financials 0.39%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.01%
1,950
77
$36K 0.01%
416
78
$34K 0.01%
600
79
$31K 0.01%
+250
80
$30K 0.01%
1,086
81
$30K 0.01%
502
82
$28K 0.01%
1,057
83
$26K 0.01%
169
84
$25K 0.01%
156
85
$23K 0.01%
463
-19
86
$23K 0.01%
539
-8
87
$22K 0.01%
200
88
$21K 0.01%
2,000
89
$21K 0.01%
204
90
$21K 0.01%
1,162
-200
91
$21K 0.01%
415
92
$20K 0.01%
400
93
$18K ﹤0.01%
650
94
$17K ﹤0.01%
125
95
$16K ﹤0.01%
106
96
$16K ﹤0.01%
150
-606
97
$16K ﹤0.01%
200
98
$15K ﹤0.01%
278
99
$14K ﹤0.01%
256
100
$14K ﹤0.01%
220
2 3
4
5 6