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
$81.1M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$392K
3
+$158K
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$138K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$101K

Top Sells

1
+$11.3M
2
+$167K
3
+$117K
4
HDV
iShares Core High Dividend ETF
HDV
+$39.8K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$27.9K

Sector Composition

1 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7K 0.01%
+130
1
2