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
$453M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.6M
3
+$5.12M
4
DLY
DoubleLine Yield Opportunities Fund
DLY
+$1.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.14M

Top Sells

1
+$35.4M
2
+$8.17M
3
+$4.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$897K

Sector Composition

1 Technology 0.49%
2 Industrials 0.15%
3 Healthcare 0.14%
4 Financials 0.12%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
24
152
$4K ﹤0.01%
90
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$3K ﹤0.01%
21
154
$3K ﹤0.01%
22
155
$3K ﹤0.01%
15
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$3K ﹤0.01%
40
+1
157
$2K ﹤0.01%
700
158
$2K ﹤0.01%
25
159
$2K ﹤0.01%
31
160
$2K ﹤0.01%
44
161
$2K ﹤0.01%
14
162
$1K ﹤0.01%
24
163
$1K ﹤0.01%
+5
164
$1K ﹤0.01%
+100
165
$1K ﹤0.01%
+100
166
$1K ﹤0.01%
17
167
$1K ﹤0.01%
9
168
$1K ﹤0.01%
158
169
$1K ﹤0.01%
+413
170
$1K ﹤0.01%
22
171
– –
-214
172
– –
-500
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