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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
728
152
$8K ﹤0.01%
+100
153
$8K ﹤0.01%
+131
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$8K ﹤0.01%
210
-336
155
$7K ﹤0.01%
+299
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$7K ﹤0.01%
113
157
$7K ﹤0.01%
52
158
$7K ﹤0.01%
+53
159
$7K ﹤0.01%
+127
160
$6K ﹤0.01%
124
161
$6K ﹤0.01%
191
162
$6K ﹤0.01%
53
163
$6K ﹤0.01%
100
164
$6K ﹤0.01%
+214
165
$5K ﹤0.01%
+25
166
$5K ﹤0.01%
+23
167
$5K ﹤0.01%
18
-81
168
$5K ﹤0.01%
84
+16
169
$5K ﹤0.01%
+56
170
$5K ﹤0.01%
+80
171
$5K ﹤0.01%
+200
172
$4K ﹤0.01%
+41
173
$4K ﹤0.01%
16
-74
174
$4K ﹤0.01%
40
-260
175
$4K ﹤0.01%
+15
5 6
7
8 9