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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$803K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$759K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$92K 0.02%
16,200
77
$90K 0.02%
254
-16
78
$88K 0.02%
2,891
+76
79
$85K 0.02%
1,359
80
$83K 0.02%
1,167
81
$81K 0.01%
2,695
82
$80K 0.01%
2,170
-117
83
$80K 0.01%
4,424
84
$76K 0.01%
243
85
$71K 0.01%
2,416
86
$70K 0.01%
300
87
$70K 0.01%
2,390
88
$68K 0.01%
450
89
$67K 0.01%
492
-434
90
$63K 0.01%
1,820
91
$59K 0.01%
535
92
$59K 0.01%
1,000
-209
93
$53K 0.01%
2,000
94
$53K 0.01%
582
-325
95
$52K 0.01%
+4,000
96
$50K 0.01%
1,700
+700
97
$50K 0.01%
1,930
98
$49K 0.01%
1,613
99
$46K 0.01%
796
100
$45K 0.01%
419
2 3
4
5 6