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
$589M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.69M
3
+$4.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.37M

Top Sells

1
+$3.27M
2
+$2.18M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$728K

Sector Composition

1 Technology 0.73%
2 Consumer Discretionary 0.22%
3 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.04%
+5,296
77
$202K 0.03%
+1,103
78
$93K 0.02%
16,200
79
– –
-21,500
80
– –
-2,557
81
– –
-11,300
82
– –
-11,510
1 2 3
4