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
$453M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.6M
3
+$5.12M
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$1.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.14M

Top Sells

1
+$35.4M
2
+$8.17M
3
+$4.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$897K

Sector Composition

1 Technology 0.49%
2 Industrials 0.15%
3 Healthcare 0.14%
4 Financials 0.12%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77K 0.02%
3,000
+1,500
77
$72K 0.02%
+1,167
78
$71K 0.02%
2,287
79
$71K 0.02%
1,359
80
$71K 0.02%
4,468
81
$70K 0.02%
2,390
82
$67K 0.01%
2,815
83
$66K 0.01%
4,424
84
$63K 0.01%
1,250
85
$62K 0.01%
450
86
$60K 0.01%
+243
87
$60K 0.01%
2,695
88
$58K 0.01%
1,050
89
$57K 0.01%
2,416
90
$55K 0.01%
492
+125
91
$54K 0.01%
300
92
$50K 0.01%
1,820
93
$49K 0.01%
2,000
94
$49K 0.01%
535
95
$47K 0.01%
1,566
96
$45K 0.01%
419
97
$43K 0.01%
1,930
98
$41K 0.01%
469
99
$39K 0.01%
1,613
100
$35K 0.01%
1,035
2 3
4
5 6