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
$297M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$7.18M
3
+$6.21M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.36M

Top Sells

1
+$5.64M
2
+$1.22M
3
+$1.13M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$403K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$314K

Sector Composition

1 Financials 0.51%
2 Industrials 0.34%
3 Healthcare 0.06%
4 Technology 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
124
102
$4K ﹤0.01%
+55
103
$4K ﹤0.01%
30
104
$4K ﹤0.01%
56
105
$4K ﹤0.01%
300
106
$4K ﹤0.01%
27
107
$3K ﹤0.01%
92
108
$3K ﹤0.01%
+26
109
$2K ﹤0.01%
105
110
$2K ﹤0.01%
700
111
$1K ﹤0.01%
22
112
– –
-4,150
1 2 3 4
5