LGWM

Litman Gregory Wealth Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.52M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$728K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$469K

Top Sells

1
+$375K
2
+$367K
3
+$213K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$165K
5
ES icon
Eversource Energy
ES
+$164K

Sector Composition

1 Financials 0.39%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
55
127
$3K ﹤0.01%
26
128
$3K ﹤0.01%
105
129
$2K ﹤0.01%
700
130
$2K ﹤0.01%
413
131
$1K ﹤0.01%
+12
132
$1K ﹤0.01%
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