LGWM

Litman Gregory Wealth Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$6.48M
3
+$2.81M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$971K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$929K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.08M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$617K
5
BAC icon
Bank of America
BAC
+$284K

Sector Composition

1 Financials 0.37%
2 Technology 0.35%
3 Industrials 0.25%
4 Consumer Staples 0.1%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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25
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6 7 8
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