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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.01%
156
102
$23K 0.01%
380
-300
103
$23K 0.01%
415
-54
104
$22K 0.01%
485
-21
105
$22K 0.01%
204
106
$22K 0.01%
546
-456
107
$22K 0.01%
2,000
108
$21K 0.01%
126
-105
109
$21K 0.01%
116
-94
110
$20K ﹤0.01%
90
-73
111
$20K ﹤0.01%
520
112
$20K ﹤0.01%
400
113
$19K ﹤0.01%
162
114
$19K ﹤0.01%
200
-165
115
$19K ﹤0.01%
169
-153
116
$18K ﹤0.01%
410
-335
117
$18K ﹤0.01%
144
-115
118
$17K ﹤0.01%
623
-240
119
$17K ﹤0.01%
650
120
$16K ﹤0.01%
150
121
$16K ﹤0.01%
73
-58
122
$16K ﹤0.01%
87
-72
123
$16K ﹤0.01%
278
124
$15K ﹤0.01%
220
125
$14K ﹤0.01%
464
-463
3 4
5
6 7