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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43K 0.01%
1,613
102
$41K 0.01%
469
103
$37K 0.01%
1,035
104
$34K 0.01%
+570
105
$34K 0.01%
416
106
$34K 0.01%
460
107
$29K 0.01%
+2,360
108
$29K 0.01%
676
109
$29K 0.01%
796
110
$28K 0.01%
502
111
$28K 0.01%
144
112
$27K 0.01%
+894
113
$27K 0.01%
75
114
$25K 0.01%
164
115
$25K 0.01%
1,000
-2,000
116
$24K 0.01%
+694
117
$24K 0.01%
707
118
$22K ﹤0.01%
515
+295
119
$22K ﹤0.01%
204
120
$20K ﹤0.01%
200
121
$20K ﹤0.01%
159
122
$20K ﹤0.01%
2,872
123
$17K ﹤0.01%
150
124
$17K ﹤0.01%
77
-15
125
$17K ﹤0.01%
535
3 4
5
6 7