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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
+114
127
$5K ﹤0.01%
113
128
$5K ﹤0.01%
191
-312
129
$5K ﹤0.01%
+53
130
$5K ﹤0.01%
+238
131
$5K ﹤0.01%
450
132
$4K ﹤0.01%
27
133
$4K ﹤0.01%
124
134
$4K ﹤0.01%
100
135
$4K ﹤0.01%
300
136
$4K ﹤0.01%
+185
137
$4K ﹤0.01%
+50
138
$4K ﹤0.01%
55
139
$3K ﹤0.01%
26
140
$3K ﹤0.01%
+25
141
$2K ﹤0.01%
700
142
$2K ﹤0.01%
+300
143
$2K ﹤0.01%
105
144
$2K ﹤0.01%
413
145
$1K ﹤0.01%
+555
146
$1K ﹤0.01%
+4
147
$1K ﹤0.01%
+5
148
– –
0
149
– –
-30
150
– –
-82
3 4 5
6
7