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
$511M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.39M
3
+$904K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$847K
5
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$496K

Top Sells

1
+$23.8M
2
+$8.14M
3
+$6.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.54M

Sector Composition

1 Technology 0.6%
2 Industrials 0.22%
3 Financials 0.17%
4 Consumer Discretionary 0.08%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
+150
152
$8K ﹤0.01%
74
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52
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$7K ﹤0.01%
299
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$6K ﹤0.01%
18
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40
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$6K ﹤0.01%
+100
162
$5K ﹤0.01%
24
163
$5K ﹤0.01%
300
164
$5K ﹤0.01%
36
165
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41
166
$5K ﹤0.01%
25
167
$5K ﹤0.01%
21
168
$4K ﹤0.01%
105
169
$4K ﹤0.01%
90
170
$4K ﹤0.01%
15
171
$4K ﹤0.01%
700
172
$4K ﹤0.01%
78
173
$4K ﹤0.01%
16
174
$3K ﹤0.01%
14
175
$3K ﹤0.01%
260
4 5 6
7
8