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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$91K 0.02%
1,268
+55
77
$80K 0.02%
2,287
78
$74K 0.02%
1,359
79
$74K 0.02%
4,468
80
$73K 0.02%
907
-200
81
$72K 0.01%
1,209
+159
82
$72K 0.01%
1,250
83
$70K 0.01%
2,390
84
$69K 0.01%
4,424
85
$69K 0.01%
+3,500
86
$68K 0.01%
243
87
$68K 0.01%
2,815
88
$67K 0.01%
1,167
89
$64K 0.01%
300
90
$63K 0.01%
2,695
91
$61K 0.01%
450
92
$59K 0.01%
2,416
93
$58K 0.01%
535
94
$54K 0.01%
1,820
95
$51K 0.01%
2,000
96
$50K 0.01%
1,566
97
$49K 0.01%
+950
98
$46K 0.01%
+1,500
99
$45K 0.01%
419
100
$45K 0.01%
1,930
2 3
4
5 6