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
$2K ﹤0.01%
44
153
$2K ﹤0.01%
22
-88
154
$2K ﹤0.01%
15
155
$2K ﹤0.01%
14
-415
156
$2K ﹤0.01%
+39
157
$1K ﹤0.01%
+22
158
$1K ﹤0.01%
24
-53
159
$1K ﹤0.01%
700
160
$1K ﹤0.01%
25
161
$1K ﹤0.01%
17
162
$1K ﹤0.01%
9
163
$1K ﹤0.01%
158
164
– –
-337
165
– –
-61
166
– –
-1,556
167
– –
-1,744
168
– –
-150
169
– –
-35
170
– –
-127
171
– –
-100
172
– –
-2,217
173
– –
-41
174
– –
-112
175
– –
-134
5 6
7
8 9