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
$367M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$376K
2 +$368K
3 +$221K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$170K
5
ES icon
Eversource Energy
ES
+$164K

Sector Composition

1 Financials 0.39%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9