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
$205M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.58M
3
+$2.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.61M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.41M

Top Sells

1
+$488K
2
+$134K
3
+$127K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$92.7K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$75.8K

Sector Composition

1 Industrials 0.2%
2 Consumer Staples 0.18%
3 Energy 0.16%
4 Financials 0.15%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$295K 0.14%
4,974
27
$293K 0.14%
+1,300
28
$243K 0.12%
3,035
29
$213K 0.1%
1,636
+1,400
30
$204K 0.1%
2,993
+2,400
31
$189K 0.09%
1,692
+1,600
32
$173K 0.08%
+1,900
33
$166K 0.08%
3,713
+1,285
34
$166K 0.08%
3,042
35
$157K 0.08%
+5,550
36
$131K 0.06%
+1,600
37
$120K 0.06%
+23,716
38
$101K 0.05%
+3,256
39
$97K 0.05%
1,500
40
$86K 0.04%
618
41
$86K 0.04%
+900
42
$81K 0.04%
756
43
$80K 0.04%
+575
44
$79K 0.04%
672
45
$68K 0.03%
2,695
46
$60K 0.03%
+519
47
$58K 0.03%
+415
48
$58K 0.03%
464
49
$57K 0.03%
+807
50
$54K 0.03%
+167
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