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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K 0.01%
+415
102
$15K ﹤0.01%
+125
103
$14K ﹤0.01%
200
104
$14K ﹤0.01%
+400
105
$14K ﹤0.01%
106
106
$14K ﹤0.01%
119
107
$13K ﹤0.01%
278
108
$12K ﹤0.01%
256
109
$11K ﹤0.01%
+220
110
$11K ﹤0.01%
166
111
$11K ﹤0.01%
75
112
$10K ﹤0.01%
+175
113
$10K ﹤0.01%
+415
114
$10K ﹤0.01%
75
115
$9K ﹤0.01%
54
-350
116
$9K ﹤0.01%
+140
117
$8K ﹤0.01%
57
118
$8K ﹤0.01%
53
119
$8K ﹤0.01%
+300
120
$7K ﹤0.01%
750
121
$7K ﹤0.01%
+90
122
$7K ﹤0.01%
320
123
$6K ﹤0.01%
52
124
$6K ﹤0.01%
+138
125
$6K ﹤0.01%
728
+96
3 4
5
6 7