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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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