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
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.67M
3
+$4.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.93M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$857K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
1,049
+858
102
$24K 0.01%
502
103
$23K 0.01%
2,872
+872
104
$21K 0.01%
+75
105
$19K ﹤0.01%
164
+8
106
$18K ﹤0.01%
144
107
$18K ﹤0.01%
463
108
$18K ﹤0.01%
487
-176
109
$17K ﹤0.01%
200
110
$17K ﹤0.01%
204
111
$16K ﹤0.01%
150
112
$16K ﹤0.01%
555
113
$14K ﹤0.01%
92
-154
114
$14K ﹤0.01%
+193
115
$13K ﹤0.01%
535
-1,769
116
$13K ﹤0.01%
278
117
$12K ﹤0.01%
664
+464
118
$11K ﹤0.01%
256
119
$11K ﹤0.01%
136
-26
120
$11K ﹤0.01%
400
121
$10K ﹤0.01%
1,162
122
$9K ﹤0.01%
220
123
$9K ﹤0.01%
166
124
$9K ﹤0.01%
54
-580
125
$9K ﹤0.01%
57
-91
3 4
5
6 7