LGWM
Litman Gregory Wealth Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
16.95%
This Fund
S&P 500
1 Year Est. Return
+16.95%
AUM
$1.37B
AUM Growth
+$21.8M
(+1.6%)
Holding
356
Top Buys
| 1 | +$15.1M | |
| 2 | +$11.3M | |
| 3 | +$3.76M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$3.08M |
| 5 |
Amazon
AMZN
|
+$2.63M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$4.44M | |
| 3 | +$3.35M | |
| 4 |
Pool Corp
POOL
|
+$2.7M |
| 5 |
Old Dominion Freight Line
ODFL
|
+$2.08M |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Communication Services | 4.12% |
| 3 | Financials | 3.18% |
| 4 | Consumer Discretionary | 2.39% |
| 5 | Healthcare | 1.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Crown Castle
CCI
$39B
| $178 | ﹤0.01% |
+2
|
|
||
352
3M
MMM
$85B
| $161 | ﹤0.01% |
+1
|
|
||
353
United Parcel Service
UPS
$97.2B
| $100 | ﹤0.01% |
+1
|
|
||
354
GE HealthCare
GEHC
$36.5B
| $83 | ﹤0.01% |
+1
|
|
||
355
Old National Bancorp
ONB
$9.18B
| $67 | ﹤0.01% |
+3
|
|
||
356
Leggett & Platt
LEG
$1.56B
| $66 | ﹤0.01% |
+6
|
|