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
$379M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.31M
3
+$989K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$602K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$470K

Top Sells

1
+$1.29M
2
+$487K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$416K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$287K

Sector Composition

1 Financials 0.53%
2 Technology 0.45%
3 Industrials 0.31%
4 Healthcare 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$68K 0.02%
864
+264
77
$67K 0.02%
1,411
+541
78
$65K 0.02%
+1,685
79
$64K 0.02%
+846
80
$64K 0.02%
2,000
81
$62K 0.02%
+1,394
82
$59K 0.02%
766
83
$58K 0.02%
1,400
84
$57K 0.02%
679
+479
85
$56K 0.01%
158
86
$53K 0.01%
+560
87
$51K 0.01%
+927
88
$51K 0.01%
1,566
89
$49K 0.01%
+539
90
$49K 0.01%
+594
91
$47K 0.01%
+425
92
$47K 0.01%
+179
93
$45K 0.01%
+268
94
$43K 0.01%
960
95
$43K 0.01%
558
+71
96
$41K 0.01%
+210
97
$40K 0.01%
+231
98
$40K 0.01%
+498
99
$39K 0.01%
1,930
100
$37K 0.01%
+680
2 3
4
5 6