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

Top Buys

1
+$4.8M
2
+$387K
3
+$165K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$145K
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$99K

Top Sells

1
+$11.3M
2
+$174K
3
+$122K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$40.3K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$28.4K

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