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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53K 0.01%
1,566
77
$45K 0.01%
419
+102
78
$44K 0.01%
623
-223
79
$44K 0.01%
867
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80
$41K 0.01%
504
+6
81
$38K 0.01%
457
-222
82
$38K 0.01%
1,930
83
$37K 0.01%
416
84
$37K 0.01%
522
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85
$36K 0.01%
843
-842
86
$35K 0.01%
400
87
$32K 0.01%
697
-697
88
$32K 0.01%
1,130
-1,131
89
$32K 0.01%
250
90
$32K 0.01%
502
91
$31K 0.01%
1,950
92
$27K 0.01%
99
-80
93
$26K 0.01%
300
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94
$26K 0.01%
631
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95
$25K 0.01%
225
-200
96
$25K 0.01%
288
-306
97
$24K 0.01%
200
98
$24K 0.01%
156
99
$24K 0.01%
269
-270
100
$24K 0.01%
147
-121
2 3
4
5 6