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
$1.2B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.12M
3
+$2.11M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2M

Top Sells

1
+$6.46M
2
+$3.73M
3
+$1.84M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
BX icon
Blackstone
BX
+$1.02M

Sector Composition

1 Technology 7.05%
2 Communication Services 3.31%
3 Financials 3.29%
4 Consumer Discretionary 2.53%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$398K 0.03%
5,055
102
$397K 0.03%
+1,797
103
$390K 0.03%
6,766
-934
104
$382K 0.03%
3,028
+35
105
$373K 0.03%
+21,500
106
$362K 0.03%
+7,084
107
$356K 0.03%
3,700
-600
108
$349K 0.03%
2,050
109
$345K 0.03%
9,054
+1,136
110
$340K 0.03%
+2,900
111
$326K 0.03%
+2,685
112
$314K 0.03%
13,143
+171
113
$313K 0.03%
13,854
114
$308K 0.03%
4,875
-1,250
115
$297K 0.02%
4,184
116
$297K 0.02%
976
117
$297K 0.02%
791
118
$295K 0.02%
1,818
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119
$275K 0.02%
1,677
120
$267K 0.02%
3,215
121
$264K 0.02%
687
122
$260K 0.02%
5,800
-3,150
123
$255K 0.02%
6,404
-1,459
124
$247K 0.02%
+3,000
125
$246K 0.02%
10,040
-160
2 3 4
5
6