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
$1.15B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.9M
3
+$8.81M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.81M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.8M

Top Sells

1
+$35.5M
2
+$7.7M
3
+$6.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.52M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.33M

Sector Composition

1 Technology 7.15%
2 Financials 3.62%
3 Communication Services 3.53%
4 Consumer Discretionary 2.59%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$603K 0.05%
20,763
-68
77
$572K 0.05%
8,980
78
$561K 0.05%
24,102
+1,566
79
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3,346
80
$531K 0.05%
4,042
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81
$507K 0.04%
22,250
-7,500
82
$505K 0.04%
4,300
+25
83
$504K 0.04%
+7,473
84
$502K 0.04%
4,942
85
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2,059
-4
86
$490K 0.04%
2,045
+74
87
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852
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88
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21,055
-2,784
89
$448K 0.04%
3,335
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90
$441K 0.04%
6,770
91
$438K 0.04%
8,115
92
$436K 0.04%
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93
$430K 0.04%
18,168
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94
$427K 0.04%
10,370
95
$412K 0.04%
38,794
+2,179
96
$399K 0.03%
3,098
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97
$398K 0.03%
22,500
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98
$392K 0.03%
8,443
-2,476
99
$391K 0.03%
5,055
100
$382K 0.03%
1,800
2 3
4
5 6