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
$367M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.57M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$756K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$487K

Top Sells

1
+$376K
2
+$368K
3
+$221K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$170K
5
ES icon
Eversource Energy
ES
+$164K

Sector Composition

1 Financials 0.39%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K ﹤0.01%
75
102
$13K ﹤0.01%
166
103
$12K ﹤0.01%
97
-22
104
$12K ﹤0.01%
75
105
$11K ﹤0.01%
54
106
$10K ﹤0.01%
415
107
$10K ﹤0.01%
175
108
$9K ﹤0.01%
750
109
$9K ﹤0.01%
53
110
$9K ﹤0.01%
57
111
$8K ﹤0.01%
320
112
$7K ﹤0.01%
114
113
$7K ﹤0.01%
90
114
$7K ﹤0.01%
728
115
$7K ﹤0.01%
52
116
$6K ﹤0.01%
450
117
$6K ﹤0.01%
113
118
$5K ﹤0.01%
100
119
$5K ﹤0.01%
138
120
$5K ﹤0.01%
53
121
$5K ﹤0.01%
191
122
$5K ﹤0.01%
124
123
$5K ﹤0.01%
27
124
$4K ﹤0.01%
55
125
$4K ﹤0.01%
238
3 4
5
6 7