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
$379M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.31M
3
+$989K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$602K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$470K

Top Sells

1
+$1.29M
2
+$487K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$416K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$287K

Sector Composition

1 Financials 0.53%
2 Technology 0.45%
3 Industrials 0.31%
4 Healthcare 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37K 0.01%
+1,211
102
$37K 0.01%
416
103
$37K 0.01%
400
-46
104
$37K 0.01%
+1,002
105
$34K 0.01%
+317
106
$33K 0.01%
+163
107
$33K 0.01%
+259
108
$32K 0.01%
+322
109
$32K 0.01%
+1,591
110
$32K 0.01%
250
111
$32K 0.01%
502
112
$31K 0.01%
+365
113
$31K 0.01%
662
+62
114
$31K 0.01%
+745
115
$30K 0.01%
1,086
116
$29K 0.01%
1,950
117
$29K 0.01%
+274
118
$27K 0.01%
1,162
119
$27K 0.01%
+131
120
$27K 0.01%
169
121
$26K 0.01%
+252
122
$26K 0.01%
506
+43
123
$26K 0.01%
+863
124
$25K 0.01%
+276
125
$25K 0.01%
469
+54
3 4
5
6 7