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
$453M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.6M
3
+$5.12M
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$1.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.14M

Top Sells

1
+$35.4M
2
+$8.17M
3
+$4.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$897K

Sector Composition

1 Technology 0.49%
2 Industrials 0.15%
3 Healthcare 0.14%
4 Financials 0.12%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.01%
460
102
$32K 0.01%
707
+220
103
$32K 0.01%
416
104
$28K 0.01%
502
105
$26K 0.01%
676
106
$24K 0.01%
164
107
$23K 0.01%
144
108
$23K 0.01%
75
109
$22K ﹤0.01%
2,872
110
$21K ﹤0.01%
204
111
$20K ﹤0.01%
+796
112
$19K ﹤0.01%
822
+158
113
$19K ﹤0.01%
200
114
$18K ﹤0.01%
+159
115
$18K ﹤0.01%
92
116
$17K ﹤0.01%
150
117
$16K ﹤0.01%
535
118
$16K ﹤0.01%
463
119
$15K ﹤0.01%
193
120
$14K ﹤0.01%
555
121
$14K ﹤0.01%
278
122
$14K ﹤0.01%
256
123
$13K ﹤0.01%
400
124
$13K ﹤0.01%
134
-2
125
$12K ﹤0.01%
944
+216
3 4
5
6 7