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
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.67M
3
+$4.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.93M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$857K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
418
-1,138
127
$9K ﹤0.01%
97
128
$8K ﹤0.01%
287
129
$8K ﹤0.01%
74
130
$7K ﹤0.01%
+499
131
$7K ﹤0.01%
44
-750
132
$7K ﹤0.01%
728
133
$6K ﹤0.01%
299
134
$6K ﹤0.01%
124
135
$6K ﹤0.01%
52
136
$5K ﹤0.01%
214
137
$4K ﹤0.01%
+80
138
$4K ﹤0.01%
40
139
$4K ﹤0.01%
113
140
$4K ﹤0.01%
53
141
$4K ﹤0.01%
18
142
$3K ﹤0.01%
16
143
$3K ﹤0.01%
78
144
$3K ﹤0.01%
21
-26
145
$3K ﹤0.01%
25
146
$3K ﹤0.01%
36
147
$3K ﹤0.01%
300
148
$3K ﹤0.01%
24
149
$3K ﹤0.01%
90
-120
150
$3K ﹤0.01%
105
4 5
6
7 8