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
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.67M
3
+$4.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.93M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$857K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58K 0.01%
4,468
-2,996
77
$57K 0.01%
+3,000
78
$57K 0.01%
4,424
-2,656
79
$56K 0.01%
1,050
-96
80
$55K 0.01%
300
81
$51K 0.01%
2,416
-1,949
82
$51K 0.01%
2,374
-1,484
83
$48K 0.01%
+450
84
$48K 0.01%
2,695
-1,255
85
$45K 0.01%
1,250
-250
86
$45K 0.01%
419
87
$44K 0.01%
2,000
88
$43K 0.01%
1,820
-1,089
89
$42K 0.01%
535
+300
90
$41K 0.01%
1,566
91
$40K 0.01%
1,966
-1,527
92
$39K 0.01%
469
-61
93
$37K 0.01%
1,930
94
$36K 0.01%
1,500
+500
95
$36K 0.01%
367
96
$33K 0.01%
1,613
-1,259
97
$31K 0.01%
1,035
-605
98
$27K 0.01%
460
+160
99
$27K 0.01%
416
100
$26K 0.01%
+676
2 3
4
5 6