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
$683M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.6M
3
+$15.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$11M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M
5
IYG icon
iShares US Financial Services ETF
IYG
+$926K

Sector Composition

1 Technology 0.82%
2 Financials 0.44%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-16,890
77
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78
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79
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-6,306
80
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-3,735
81
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-16,200
82
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-2,229
83
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-1,103
1 2 3
4