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
$83M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$1.03M
3
+$898K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$89.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.9K

Top Sells

1
+$2.88M
2
+$2.4M
3
+$428K
4
HDV
iShares Core High Dividend ETF
HDV
+$315K
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$145K

Sector Composition

1 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,991
27
– –
-408
28
– –
-1,000
1
2