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
176
$3K ﹤0.01%
+60
177
$3K ﹤0.01%
183
178
$3K ﹤0.01%
260
-2,100
179
$3K ﹤0.01%
14
180
$2K ﹤0.01%
100
181
$2K ﹤0.01%
31
182
$2K ﹤0.01%
44
183
$2K ﹤0.01%
17
184
$1K ﹤0.01%
24
185
$1K ﹤0.01%
+21
186
$1K ﹤0.01%
100
187
$1K ﹤0.01%
100
188
$1K ﹤0.01%
9
189
$1K ﹤0.01%
158
190
$1K ﹤0.01%
22
191
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192
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5 6 7
8
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