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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$803K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$759K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K ﹤0.01%
+243
127
$21K ﹤0.01%
159
128
$21K ﹤0.01%
+200
129
$20K ﹤0.01%
329
+232
130
$20K ﹤0.01%
535
131
$19K ﹤0.01%
77
132
$19K ﹤0.01%
400
133
$18K ﹤0.01%
499
134
$18K ﹤0.01%
97
+92
135
$18K ﹤0.01%
256
136
$18K ﹤0.01%
134
137
$17K ﹤0.01%
150
138
$17K ﹤0.01%
+382
139
$17K ﹤0.01%
193
140
$17K ﹤0.01%
555
141
$16K ﹤0.01%
278
142
$15K ﹤0.01%
54
143
$14K ﹤0.01%
+244
144
$14K ﹤0.01%
166
145
$14K ﹤0.01%
1,162
146
$14K ﹤0.01%
97
147
$12K ﹤0.01%
57
-14
148
$11K ﹤0.01%
688
-400
149
$10K ﹤0.01%
55
150
$10K ﹤0.01%
44
-14
4 5
6
7 8