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

Top Buys

1
+$6.41M
2
+$1.03M
3
+$927K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$91.5K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$62.1K

Top Sells

1
+$3.02M
2
+$2.46M
3
+$430K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$324K
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$145K

Sector Composition

1 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-280
27
– –
-130
28
– –
-408
1
2