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
$544M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.06M
3
+$988K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$801K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$760K

Top Sells

1
+$2.55M
2
+$1.61M
3
+$1.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$327K

Sector Composition

1 Technology 0.58%
2 Industrials 0.17%
3 Healthcare 0.15%
4 Financials 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
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