LGWM

Litman Gregory Wealth Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$5.6M
3
+$5.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.71M

Top Sells

1
+$4.7M
2
+$4.48M
3
+$2.43M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$940K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
31
152
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44
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$2K ﹤0.01%
22
-88
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$2K ﹤0.01%
15
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$2K ﹤0.01%
56
-1,660
156
$2K ﹤0.01%
+39
157
$1K ﹤0.01%
24
-53
158
$1K ﹤0.01%
700
159
$1K ﹤0.01%
25
160
$1K ﹤0.01%
9
161
$1K ﹤0.01%
158
162
$1K ﹤0.01%
+22
163
$1K ﹤0.01%
17
164
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5 6
7
8 9