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
176
$5K ﹤0.01%
+70
177
$5K ﹤0.01%
24
178
$5K ﹤0.01%
105
179
$4K ﹤0.01%
+45
180
$4K ﹤0.01%
16
181
$4K ﹤0.01%
53
182
$4K ﹤0.01%
700
183
$4K ﹤0.01%
+71
184
$4K ﹤0.01%
+96
185
$4K ﹤0.01%
+53
186
$3K ﹤0.01%
15
187
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22
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+13
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$3K ﹤0.01%
21
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$2K ﹤0.01%
14
191
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17
192
$2K ﹤0.01%
+183
193
$2K ﹤0.01%
44
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31
195
$2K ﹤0.01%
+100
196
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+11
197
$1K ﹤0.01%
22
198
$1K ﹤0.01%
158
199
$1K ﹤0.01%
9
200
$1K ﹤0.01%
100
5 6 7
8
9