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
$453M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.6M
3
+$5.12M
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$1.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.14M

Top Sells

1
+$35.4M
2
+$8.17M
3
+$4.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$897K

Sector Composition

1 Technology 0.49%
2 Industrials 0.15%
3 Healthcare 0.14%
4 Financials 0.12%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K ﹤0.01%
57
127
$11K ﹤0.01%
54
128
$11K ﹤0.01%
166
129
$11K ﹤0.01%
220
130
$10K ﹤0.01%
97
131
$10K ﹤0.01%
1,162
132
$10K ﹤0.01%
499
133
$9K ﹤0.01%
44
134
$9K ﹤0.01%
287
135
$8K ﹤0.01%
74
136
$6K ﹤0.01%
52
137
$6K ﹤0.01%
124
138
$6K ﹤0.01%
113
139
$6K ﹤0.01%
299
140
$6K ﹤0.01%
40
141
$5K ﹤0.01%
105
142
$5K ﹤0.01%
300
143
$5K ﹤0.01%
18
144
$5K ﹤0.01%
191
-858
145
$5K ﹤0.01%
80
146
$4K ﹤0.01%
90
147
$4K ﹤0.01%
24
148
$4K ﹤0.01%
36
149
$4K ﹤0.01%
25
150
$4K ﹤0.01%
53
3 4 5
6
7