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
$536K
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$880
2
+$647
3
+$500
4
CRM icon
Salesforce
CRM
+$474
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$469

Top Sells

1
+$1.99M
2
+$1.22M
3
+$747K
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$336K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$254K

Sector Composition

1 Technology 0.92%
2 Consumer Discretionary 0.19%
3 Consumer Staples 0.05%
4 Financials 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
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