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
$1.17B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$8.9M
3
+$5.16M
4
XJH icon
iShares ESG Screened S&P Mid-Cap ETF
XJH
+$4.84M
5
URI icon
United Rentals
URI
+$3.73M

Top Sells

1
+$8.67M
2
+$7.7M
3
+$5.23M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.27M

Sector Composition

1 Technology 6.38%
2 Financials 3.67%
3 Communication Services 3.11%
4 Consumer Discretionary 2.59%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$872K 0.07%
4,585
77
$837K 0.07%
35,706
-932
78
$826K 0.07%
12,996
-2,860
79
$798K 0.07%
+1
80
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20,763
81
$591K 0.05%
+11,614
82
$587K 0.05%
2,038
-21
83
$543K 0.05%
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84
$536K 0.05%
4,624
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85
$519K 0.04%
22,537
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86
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7,473
87
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2,045
88
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89
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8,115
90
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4,485
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91
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92
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93
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94
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95
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3,400
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96
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852
97
$443K 0.04%
18,775
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98
$418K 0.04%
+9,375
99
$415K 0.04%
38,794
100
$407K 0.03%
7,000
2 3
4
5 6