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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K ﹤0.01%
220
127
$18K ﹤0.01%
650
128
$18K ﹤0.01%
400
129
$16K ﹤0.01%
+99
130
$16K ﹤0.01%
150
131
$16K ﹤0.01%
278
132
$16K ﹤0.01%
+185
133
$15K ﹤0.01%
256
134
$14K ﹤0.01%
166
135
$14K ﹤0.01%
+399
136
$13K ﹤0.01%
+93
137
$13K ﹤0.01%
110
+89
138
$13K ﹤0.01%
1,162
139
$13K ﹤0.01%
97
140
$12K ﹤0.01%
400
-223
141
$11K ﹤0.01%
+74
142
$11K ﹤0.01%
87
+64
143
$10K ﹤0.01%
134
144
$10K ﹤0.01%
+302
145
$10K ﹤0.01%
750
146
$9K ﹤0.01%
+287
147
$9K ﹤0.01%
+452
148
$8K ﹤0.01%
+166
149
$8K ﹤0.01%
47
-79
150
$8K ﹤0.01%
74
4 5
6
7 8