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
$449M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.21M
3
+$2.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.73M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$987K
2
+$885K
3
+$724K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$311K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$152K

Sector Composition

1 Technology 0.45%
2 Industrials 0.29%
3 Financials 0.21%
4 Healthcare 0.09%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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