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
$716M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.7M
3
+$5.98M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$4.42M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.96M

Top Sells

1
+$3.58M
2
+$3.34M
3
+$3.22M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.56M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.04%
4 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$199K 0.03%
+13,465
77
$74.8K 0.01%
16,200
78
– –
-6,695
79
– –
-1,053
80
– –
-1,001
81
– –
-6,535
1 2 3
4