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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
413
152
$5K ﹤0.01%
53
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-203
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$5K ﹤0.01%
100
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$5K ﹤0.01%
238
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$5K ﹤0.01%
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$4K ﹤0.01%
300
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10
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-22
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161
$4K ﹤0.01%
68
-68
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$3K ﹤0.01%
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$3K ﹤0.01%
105
164
$3K ﹤0.01%
23
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$3K ﹤0.01%
45
166
$3K ﹤0.01%
30
-29
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$3K ﹤0.01%
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-34
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$2K ﹤0.01%
31
-31
170
$2K ﹤0.01%
19
-19
171
$2K ﹤0.01%
16
-17
172
$2K ﹤0.01%
25
+13
173
$2K ﹤0.01%
13
-12
174
$2K ﹤0.01%
24
-22
175
$2K ﹤0.01%
19
-18
5 6
7
8 9