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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$803K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$759K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
287
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$8K ﹤0.01%
74
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$7K ﹤0.01%
40
154
$7K ﹤0.01%
299
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$7K ﹤0.01%
113
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$6K ﹤0.01%
124
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$6K ﹤0.01%
191
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$6K ﹤0.01%
52
159
$6K ﹤0.01%
18
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$6K ﹤0.01%
300
161
$5K ﹤0.01%
+269
162
$5K ﹤0.01%
80
163
$5K ﹤0.01%
53
164
$5K ﹤0.01%
700
165
$5K ﹤0.01%
41
+19
166
$5K ﹤0.01%
36
167
$5K ﹤0.01%
221
-4,258
168
$5K ﹤0.01%
24
169
$4K ﹤0.01%
105
170
$4K ﹤0.01%
90
-93
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$4K ﹤0.01%
15
172
$4K ﹤0.01%
25
-29
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$4K ﹤0.01%
21
174
$4K ﹤0.01%
16
175
$3K ﹤0.01%
14
5 6
7
8 9