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
$332K
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.94K
2
+$1.62K
3
+$979
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$949
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922

Top Sells

1
+$1.89M
2
+$208K
3
+$44K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$433
5
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
+$301

Sector Composition

1 Industrials 0.17%
2 Consumer Staples 0.12%
3 Financials 0.1%
4 Healthcare 0.09%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$317 0.1%
4,353
+1,360
27
$294 0.09%
4,974
28
$241 0.07%
3,035
29
$237 0.07%
34,827
+11,111
30
$229 0.07%
1,636
31
$203 0.06%
1,692
32
$175 0.05%
1,900
33
$175 0.05%
3,713
34
$173 0.05%
3,042
35
$134 0.04%
1,600
36
$125 0.04%
4,550
-1,000
37
$117 0.04%
1,070
+779
38
$115 0.03%
1,500
39
$108 0.03%
3,256
40
$96 0.03%
900
41
$92 0.03%
618
42
$84 0.03%
575
43
$82 0.02%
707
+188
44
$80 0.02%
756
45
$70 0.02%
2,695
46
$61 0.02%
807
47
$60 0.02%
415
48
$59 0.02%
464
49
$58 0.02%
167
50
$46 0.01%
2,400
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