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
$484M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.4M
3
+$1.13M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$869K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$854K

Top Sells

1
+$3.21M
2
+$1.9M
3
+$1.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$746K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$458K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.15%
3 Industrials 0.14%
4 Financials 0.14%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
100
202
$1K ﹤0.01%
+100
203
$1K ﹤0.01%
5
204
$1K ﹤0.01%
24
205
– –
-413
206
– –
-822
207
– –
-25
5 6 7 8
9