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
$409M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.52M
3
+$2.82M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$972K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$906K

Top Sells

1
+$1.98M
2
+$1.79M
3
+$1.09M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$619K
5
BAC icon
Bank of America
BAC
+$288K

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
201
$1K ﹤0.01%
8
-8
202
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28
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25
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7
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700
207
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$0 ﹤0.01%
+150
220
$0 ﹤0.01%
34
-35
221
– –
-1,086
222
– –
-2,500
223
– –
-10
224
– –
-8
225
– –
-1,400
6 7 8
9
10