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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K ﹤0.01%
71
+14
127
$16K ﹤0.01%
1,088
+144
128
$15K ﹤0.01%
256
129
$15K ﹤0.01%
193
130
$15K ﹤0.01%
278
131
$14K ﹤0.01%
463
132
$14K ﹤0.01%
400
133
$14K ﹤0.01%
+86
134
$13K ﹤0.01%
499
135
$13K ﹤0.01%
+370
136
$13K ﹤0.01%
134
137
$13K ﹤0.01%
555
138
$12K ﹤0.01%
54
139
$12K ﹤0.01%
58
+14
140
$11K ﹤0.01%
+36
141
$11K ﹤0.01%
166
142
$11K ﹤0.01%
1,162
143
$11K ﹤0.01%
97
144
$10K ﹤0.01%
+17
145
$10K ﹤0.01%
+159
146
$10K ﹤0.01%
+55
147
$9K ﹤0.01%
+434
148
$9K ﹤0.01%
287
149
$9K ﹤0.01%
+763
150
$9K ﹤0.01%
183
+93
4 5
6
7 8