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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
54
+29
152
$8K ﹤0.01%
74
153
$8K ﹤0.01%
100
+60
154
$7K ﹤0.01%
299
155
$7K ﹤0.01%
113
156
$7K ﹤0.01%
183
+105
157
$7K ﹤0.01%
+267
158
$7K ﹤0.01%
+48
159
$7K ﹤0.01%
+113
160
$7K ﹤0.01%
+196
161
$6K ﹤0.01%
40
162
$6K ﹤0.01%
+276
163
$6K ﹤0.01%
+36
164
$6K ﹤0.01%
124
165
$6K ﹤0.01%
+114
166
$6K ﹤0.01%
+23
167
$6K ﹤0.01%
52
168
$6K ﹤0.01%
18
169
$6K ﹤0.01%
+97
170
$6K ﹤0.01%
+41
171
$6K ﹤0.01%
300
172
$6K ﹤0.01%
+39
173
$5K ﹤0.01%
80
174
$5K ﹤0.01%
191
175
$5K ﹤0.01%
36
5 6
7
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