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
$531M
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$60.4M
3
+$50.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$33.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$21.4M

Top Sells

1
+$502
2
+$474
3
+$272
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270
5
XLNX
Xilinx Inc
XLNX
+$260

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.11%
3 Financials 0.05%
4 Consumer Staples 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.58%
21,658
+18,479
27
$2.81M 0.53%
27,591
+25,005
28
$2.72M 0.51%
6,347
+3,699
29
$2.69M 0.51%
53,414
+51,452
30
$2.4M 0.45%
21,964
+20,042
31
$2.23M 0.42%
71,382
+69,607
32
$2.19M 0.41%
17,330
+15,591
33
$2.03M 0.38%
102,740
+100,619
34
$1.99M 0.37%
32,658
+30,618
35
$1.74M 0.33%
8,788
+7,064
36
$1.67M 0.32%
17,442
+15,869
37
$1.66M 0.31%
64,120
+61,608
38
$1.5M 0.28%
17,187
+15,800
39
$1.42M 0.27%
21,683
+20,225
40
$1.27M 0.24%
50,868
+45,592
41
$1.22M 0.23%
29,274
+28,061
42
$1.14M 0.21%
12,101
+10,930
43
$944K 0.18%
53,163
+52,190
44
$902K 0.17%
14,385
+11,721
45
$711K 0.13%
8,040
+6,823
46
$667K 0.13%
6,061
+5,023
47
$607K 0.11%
15,732
+15,302
48
$604K 0.11%
2,144
+1,220
49
$602K 0.11%
9,704
+9,099
50
$580K 0.11%
2,244
+687
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