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
$379M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.31M
3
+$989K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$602K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$470K

Top Sells

1
+$1.29M
2
+$487K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$416K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$287K

Sector Composition

1 Financials 0.53%
2 Technology 0.45%
3 Industrials 0.31%
4 Healthcare 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K ﹤0.01%
166
152
$13K ﹤0.01%
+236
153
$13K ﹤0.01%
97
154
$11K ﹤0.01%
+260
155
$10K ﹤0.01%
175
156
$10K ﹤0.01%
+406
157
$9K ﹤0.01%
750
158
$8K ﹤0.01%
728
159
$7K ﹤0.01%
52
160
$7K ﹤0.01%
+73
161
$7K ﹤0.01%
+136
162
$7K ﹤0.01%
90
163
$6K ﹤0.01%
113
164
$6K ﹤0.01%
191
165
$6K ﹤0.01%
182
+44
166
$6K ﹤0.01%
+125
167
$6K ﹤0.01%
+94
168
$6K ﹤0.01%
450
169
$5K ﹤0.01%
+68
170
$5K ﹤0.01%
+27
171
$5K ﹤0.01%
124
172
$5K ﹤0.01%
53
173
$5K ﹤0.01%
+134
174
$5K ﹤0.01%
+45
175
$5K ﹤0.01%
100
5 6
7
8 9