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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.21M
3
+$2.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$1.03M
2
+$875K
3
+$785K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$326K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$159K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
78
-1,418
177
$4K ﹤0.01%
+33
178
$4K ﹤0.01%
+41
179
$4K ﹤0.01%
+130
180
$4K ﹤0.01%
36
-164
181
$4K ﹤0.01%
300
182
$4K ﹤0.01%
24
-123
183
$4K ﹤0.01%
+35
184
$4K ﹤0.01%
413
185
$3K ﹤0.01%
77
-333
186
$3K ﹤0.01%
45
187
$3K ﹤0.01%
25
-200
188
$3K ﹤0.01%
10
189
$3K ﹤0.01%
+116
190
$3K ﹤0.01%
15
-72
191
$3K ﹤0.01%
105
192
$2K ﹤0.01%
+61
193
$2K ﹤0.01%
700
194
$2K ﹤0.01%
31
195
$2K ﹤0.01%
44
196
$2K ﹤0.01%
17
-152
197
$2K ﹤0.01%
18
-37
198
$1K ﹤0.01%
7
199
$1K ﹤0.01%
25
200
$1K ﹤0.01%
9
6 7
8
9 10