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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39K 0.01%
416
102
$35K 0.01%
697
103
$35K 0.01%
502
104
$34K 0.01%
+1,000
105
$33K 0.01%
150
+143
106
$30K 0.01%
555
-312
107
$29K 0.01%
148
+75
108
$27K 0.01%
269
109
$26K 0.01%
400
-223
110
$26K 0.01%
337
+175
111
$26K 0.01%
463
-22
112
$26K 0.01%
+1,744
113
$26K 0.01%
156
114
$25K 0.01%
200
115
$24K 0.01%
116
116
$24K 0.01%
204
117
$23K 0.01%
2,000
118
$22K ﹤0.01%
+266
119
$21K ﹤0.01%
520
120
$21K ﹤0.01%
162
121
$20K ﹤0.01%
235
-222
122
$20K ﹤0.01%
144
123
$20K ﹤0.01%
300
-80
124
$19K ﹤0.01%
+112
125
$19K ﹤0.01%
+603
3 4
5
6 7