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
$379M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.31M
3
+$989K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$602K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$470K

Top Sells

1
+$1.29M
2
+$487K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$416K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$287K

Sector Composition

1 Financials 0.53%
2 Technology 0.45%
3 Industrials 0.31%
4 Healthcare 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25K 0.01%
156
127
$25K 0.01%
200
128
$24K 0.01%
+159
129
$24K 0.01%
+945
130
$24K 0.01%
156
+50
131
$23K 0.01%
+345
132
$22K 0.01%
539
133
$22K 0.01%
204
134
$21K 0.01%
+267
135
$21K 0.01%
400
136
$21K 0.01%
2,000
137
$20K 0.01%
+274
138
$20K 0.01%
+520
139
$20K 0.01%
162
+136
140
$20K 0.01%
342
+228
141
$18K ﹤0.01%
125
142
$17K ﹤0.01%
650
143
$16K ﹤0.01%
150
144
$16K ﹤0.01%
+261
145
$15K ﹤0.01%
220
146
$15K ﹤0.01%
+310
147
$15K ﹤0.01%
278
148
$14K ﹤0.01%
256
149
$14K ﹤0.01%
+120
150
$14K ﹤0.01%
75
4 5
6
7 8