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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97K 0.02%
1,030
+742
77
$97K 0.02%
+2,909
78
$93K 0.02%
16,200
79
$86K 0.02%
1,359
80
$80K 0.02%
+2,304
81
$79K 0.02%
+2,872
82
$76K 0.02%
429
+423
83
$70K 0.02%
1,146
+942
84
$70K 0.02%
2,000
-22,415
85
$68K 0.02%
300
-31
86
$65K 0.01%
2,000
87
$56K 0.01%
+1,329
88
$54K 0.01%
1,566
89
$54K 0.01%
1,950
90
$50K 0.01%
530
+130
91
$50K 0.01%
367
+117
92
$48K 0.01%
+1,640
93
$47K 0.01%
+500
94
$46K 0.01%
+1,556
95
$46K 0.01%
1,556
+1,083
96
$46K 0.01%
663
+141
97
$45K 0.01%
419
98
$43K 0.01%
246
+231
99
$43K 0.01%
1,930
100
$41K 0.01%
504
2 3
4
5 6