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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K ﹤0.01%
256
127
$14K ﹤0.01%
473
-472
128
$13K ﹤0.01%
166
129
$13K ﹤0.01%
138
-138
130
$13K ﹤0.01%
126
-126
131
$12K ﹤0.01%
1,162
132
$12K ﹤0.01%
97
133
$12K ﹤0.01%
204
-138
134
$11K ﹤0.01%
+223
135
$11K ﹤0.01%
162
-183
136
$10K ﹤0.01%
134
-133
137
$10K ﹤0.01%
137
-137
138
$9K ﹤0.01%
750
139
$8K ﹤0.01%
74
-200
140
$8K ﹤0.01%
728
141
$8K ﹤0.01%
60
-60
142
$7K ﹤0.01%
131
-130
143
$7K ﹤0.01%
52
144
$7K ﹤0.01%
155
-155
145
$7K ﹤0.01%
119
-117
146
$6K ﹤0.01%
113
147
$6K ﹤0.01%
124
148
$6K ﹤0.01%
191
149
$6K ﹤0.01%
130
-130
150
$6K ﹤0.01%
450
4 5
6
7 8