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
$379M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.31M
3
+$989K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$602K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$470K

Top Sells

1
+$1.29M
2
+$487K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$416K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$287K

Sector Composition

1 Financials 0.53%
2 Technology 0.45%
3 Industrials 0.31%
4 Healthcare 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
413
177
$4K ﹤0.01%
+103
178
$4K ﹤0.01%
+26
179
$4K ﹤0.01%
+77
180
$4K ﹤0.01%
+44
181
$4K ﹤0.01%
+59
182
$4K ﹤0.01%
+24
183
$4K ﹤0.01%
+67
184
$4K ﹤0.01%
+45
185
$4K ﹤0.01%
+37
186
$4K ﹤0.01%
300
187
$4K ﹤0.01%
25
-50
188
$4K ﹤0.01%
238
189
$4K ﹤0.01%
+33
190
$4K ﹤0.01%
+30
191
$4K ﹤0.01%
+62
192
$4K ﹤0.01%
55
193
$3K ﹤0.01%
+32
194
$3K ﹤0.01%
+36
195
$3K ﹤0.01%
+25
196
$3K ﹤0.01%
+26
197
$3K ﹤0.01%
+37
198
$3K ﹤0.01%
+14
199
$3K ﹤0.01%
+45
200
$3K ﹤0.01%
+65
6 7
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