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
$326M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$9.95M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.48M

Top Sells

1
+$8.1M
2
+$440K
3
+$357K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$187K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$186K

Sector Composition

1 Financials 0.53%
2 Industrials 0.28%
3 Technology 0.26%
4 Utilities 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.5M 17.36%
1,483,710
+61,447
2
$41.8M 12.83%
1,126,577
+319,178
3
$38.8M 11.91%
797,876
-166,614
4
$32.7M 10.05%
130,102
+53,623
5
$21.4M 6.58%
167,927
+17,891
6
$17.6M 5.41%
310,499
+78,989
7
$15.3M 4.69%
369,754
+240,824
8
$13.9M 4.27%
130,447
+70,957
9
$10.4M 3.18%
77,395
+29,049
10
$7.98M 2.45%
135,827
+58,563
11
$7.15M 2.2%
150,908
+39,284
12
$5.21M 1.6%
110,435
+23,755
13
$4.71M 1.45%
48,100
-1,900
14
$4.12M 1.26%
39,495
-3,427
15
$3.64M 1.12%
44,930
+5,561
16
$3.46M 1.06%
129,926
+4,226
17
$3.04M 0.93%
29,252
+3,362
18
$3M 0.92%
65,933
-3,656
19
$2.97M 0.91%
12,941
+5,263
20
$2.65M 0.81%
24,795
-4,111
21
$2.63M 0.81%
56,488
+2,526
22
$2.29M 0.7%
78,113
+12,238
23
$2.05M 0.63%
27,517
+333
24
$2.02M 0.62%
65,738
+4,548
25
$1.77M 0.54%
58,778
+3,339
1
2 3 4 5