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
$969M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$13.3M
3
+$13.2M
4
UNH icon
UnitedHealth
UNH
+$11.7M
5
MSI icon
Motorola Solutions
MSI
+$11.6M

Top Sells

1
+$2.31M
2
+$1.85M
3
+$1.63M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$758K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$670K

Sector Composition

1 Technology 6.79%
2 Financials 3.16%
3 Communication Services 2.79%
4 Consumer Discretionary 2.24%
5 Healthcare 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$741K 0.08%
14,385
77
$703K 0.07%
9,287
+102
78
$657K 0.07%
31,724
-5,756
79
$628K 0.06%
+12,595
80
$605K 0.06%
11,800
81
$596K 0.06%
+18,388
82
$587K 0.06%
+3,772
83
$582K 0.06%
+3,436
84
$577K 0.06%
21,989
85
$522K 0.05%
2,509
86
$468K 0.05%
8,400
-560
87
$455K 0.05%
5,039
88
$428K 0.04%
2,263
89
$403K 0.04%
8,115
90
$401K 0.04%
21,810
91
$400K 0.04%
+17,252
92
$399K 0.04%
+4,923
93
$380K 0.04%
+5,055
94
$374K 0.04%
+5,000
95
$368K 0.04%
+10,370
96
$367K 0.04%
1,465
+601
97
$354K 0.04%
2,063
98
$343K 0.04%
1,800
99
$341K 0.04%
3,633
100
$341K 0.04%
+2,285
2 3
4
5 6