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
$398M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.67M
3
+$4.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.93M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$857K

Sector Composition

1 Technology 0.41%
2 Industrials 0.16%
3 Healthcare 0.15%
4 Financials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.3M 14.65%
225,500
+66,610
2
$57.3M 14.4%
1,707,270
+121,339
3
$42M 10.57%
1,260,220
+57,265
4
$34.3M 8.61%
791,493
+49,520
5
$29.5M 7.42%
242,852
-40,809
6
$27.1M 6.81%
210,168
+30,456
7
$25.5M 6.4%
445,138
+81,549
8
$16.2M 4.08%
140,505
-11,650
9
$10.3M 2.58%
89,731
+7,372
10
$10.1M 2.55%
118,580
+11,132
11
$9.18M 2.31%
226,702
+113,821
12
$8.49M 2.14%
177,074
+8,703
13
$7.76M 1.95%
209,394
-99,442
14
$4.94M 1.24%
92,402
-38,355
15
$4.48M 1.13%
43,337
-1,363
16
$3.74M 0.94%
15,780
+3,695
17
$3.59M 0.9%
124,812
-26,234
18
$3.25M 0.82%
66,774
+15,990
19
$2.87M 0.72%
22,600
-697
20
$2.87M 0.72%
29,685
-5,108
21
$2.52M 0.63%
17,768
+16,950
22
$2.44M 0.61%
31,700
-11,125
23
$2.17M 0.55%
52,908
-13,262
24
$2.17M 0.55%
79,199
-3,090
25
$2.1M 0.53%
93,322
-405
1
2 3 4 5