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
201
$3K ﹤0.01%
+13
202
$3K ﹤0.01%
+44
203
$3K ﹤0.01%
+145
204
$3K ﹤0.01%
+20
205
$3K ﹤0.01%
+10
206
$3K ﹤0.01%
+46
207
$3K ﹤0.01%
+14
208
$3K ﹤0.01%
105
209
$3K ﹤0.01%
+38
210
$2K ﹤0.01%
+17
211
$2K ﹤0.01%
+23
212
$2K ﹤0.01%
+63
213
$2K ﹤0.01%
+14
214
$2K ﹤0.01%
+14
215
$2K ﹤0.01%
+28
216
$2K ﹤0.01%
+31
217
$2K ﹤0.01%
+44
218
$2K ﹤0.01%
+91
219
$2K ﹤0.01%
+56
220
$2K ﹤0.01%
+16
221
$2K ﹤0.01%
+64
222
$2K ﹤0.01%
+21
223
$2K ﹤0.01%
+11
224
$2K ﹤0.01%
+21
225
$2K ﹤0.01%
+21
6 7 8
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