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
$137M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$667K
3
+$354K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$351K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$341K

Top Sells

1
+$842K
2
+$441K
3
+$160K
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$99.7K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$74K

Sector Composition

1 Financials 0.09%
2 Healthcare 0.05%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$75K 0.05%
544
27
$74K 0.05%
+618
28
$57K 0.04%
2,695
29
$55K 0.04%
1,610
30
$47K 0.03%
+1,500
31
$44K 0.03%
1,290
32
$39K 0.03%
309
33
$34K 0.02%
1,054
34
$18K 0.01%
632
35
$16K 0.01%
+560
36
$6K ﹤0.01%
+130
37
– –
-1,103
1
2