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
$245M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.17M
3
+$2.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.67M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.86M

Top Sells

1
+$286K
2
+$125K
3
+$100K
4
XOM icon
Exxon Mobil
XOM
+$90K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.5K

Sector Composition

1 Financials 1.83%
2 Industrials 0.47%
3 Technology 0.39%
4 Healthcare 0.36%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.23%
3,600
27
$427K 0.17%
7,698
+1,822
28
$425K 0.17%
+2,131
29
$318K 0.13%
4,353
30
$290K 0.12%
4,974
31
$252K 0.1%
34,827
32
$228K 0.09%
2,070
+1,170
33
$223K 0.09%
+3,452
34
$196K 0.08%
+1,797
35
$179K 0.07%
3,713
36
$174K 0.07%
+30,000
37
$173K 0.07%
4,132
+3,500
38
$172K 0.07%
3,042
39
$167K 0.07%
+775
40
$134K 0.05%
1,251
+181
41
$131K 0.05%
+400
42
$131K 0.05%
1,147
+975
43
$126K 0.05%
5,250
+700
44
$123K 0.05%
956
-680
45
$116K 0.05%
+1,630
46
$113K 0.05%
+2,200
47
$108K 0.04%
+1,382
48
$108K 0.04%
1,500
49
$106K 0.04%
3,256
50
$105K 0.04%
+375
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