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
$176M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$2.76M
3
+$2.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M

Top Sells

1
+$21.5M
2
+$3.95M
3
+$313K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$158K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$89.9K

Sector Composition

1 Financials 0.09%
2 Healthcare 0.06%
3 Energy 0.04%
4 Consumer Staples 0.01%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$158K 0.09%
3,042
27
$155K 0.09%
5,651
-783,261
28
$100K 0.06%
2,428
29
$93K 0.05%
1,500
30
$84K 0.05%
618
31
$80K 0.05%
756
32
$70K 0.04%
672
33
$64K 0.04%
2,695
34
$58K 0.03%
464
-80
35
$43K 0.02%
1,469
-134,835
36
$39K 0.02%
331
37
$39K 0.02%
593
38
$39K 0.02%
309
39
$35K 0.02%
1,290
40
$34K 0.02%
1,054
-1,054
41
$31K 0.02%
236
+53
42
$23K 0.01%
632
43
$22K 0.01%
+2,000
44
$11K 0.01%
+92
45
$7K ﹤0.01%
+113
46
$6K ﹤0.01%
+124
47
$6K ﹤0.01%
+53
48
$4K ﹤0.01%
+700
49
$3K ﹤0.01%
+300
50
$2K ﹤0.01%
+105
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