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
$589M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.69M
3
+$4.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.37M

Top Sells

1
+$3.27M
2
+$2.18M
3
+$1.91M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$728K

Sector Composition

1 Technology 0.73%
2 Consumer Discretionary 0.22%
3 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 18.01%
2,143,342
+47,992
2
$97.9M 16.62%
205,154
-236
3
$64.5M 10.95%
1,262,886
+3,057
4
$44.8M 7.62%
185,746
-7,894
5
$30.4M 5.16%
69,590
+38,820
6
$29.7M 5.05%
133,615
+9,523
7
$20.7M 3.51%
193,271
-16,404
8
$18.7M 3.17%
311,650
+60,268
9
$12M 2.05%
383,072
+244,536
10
$11.2M 1.9%
142,491
+569
11
$11M 1.88%
96,785
-6,379
12
$8.6M 1.46%
216,370
-4,847
13
$7.45M 1.27%
157,357
-69,075
14
$7.29M 1.24%
130,411
+34,069
15
$7.18M 1.22%
383,770
-8,785
16
$7.17M 1.22%
41,767
-270
17
$7.14M 1.21%
84,195
-25,702
18
$6.45M 1.09%
208,093
+136,711
19
$6.16M 1.05%
53,603
-2,161
20
$5.4M 0.92%
20,698
21
$4.85M 0.82%
18,340
-120
22
$4.68M 0.8%
108,393
+17,036
23
$4.32M 0.73%
88,401
+34,987
24
$3.99M 0.68%
42,979
-713
25
$3.9M 0.66%
49,024
+2,192
1
2 3 4