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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$803K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$759K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45K 0.01%
570
102
$44K 0.01%
469
103
$40K 0.01%
460
104
$40K 0.01%
416
105
$39K 0.01%
+654
106
$38K 0.01%
1,035
107
$37K 0.01%
+600
108
$36K 0.01%
742
+66
109
$36K 0.01%
+1,075
110
$34K 0.01%
502
111
$32K 0.01%
515
112
$32K 0.01%
164
113
$32K 0.01%
+259
114
$30K 0.01%
+55
115
$29K 0.01%
+1,350
116
$29K 0.01%
+205
117
$29K 0.01%
707
118
$28K 0.01%
75
119
$28K 0.01%
144
120
$28K 0.01%
694
121
$28K 0.01%
2,872
122
$27K 0.01%
+100
123
$26K ﹤0.01%
204
124
$25K ﹤0.01%
463
125
$24K ﹤0.01%
200
3 4
5
6 7