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
$680M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.42M
3
+$7.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.62M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.45M

Top Sells

1
+$1.1M
2
+$515K
3
+$462K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$427K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$420K

Sector Composition

1 Financials 1%
2 Real Estate 0.76%
3 Technology 0.61%
4 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 0.72%
+69,814
27
$4.28M 0.63%
68,157
+12,447
28
$4.1M 0.6%
19,729
+1,925
29
$3.76M 0.55%
20,698
30
$3.51M 0.52%
111,463
+14,833
31
$3.47M 0.51%
25,371
+290
32
$3.21M 0.47%
44,689
+4,989
33
$3.14M 0.46%
78,401
-7,600
34
$2.54M 0.37%
+6,745
35
$2.49M 0.37%
160,050
+30,900
36
$2.34M 0.34%
25,315
+528
37
$2.25M 0.33%
24,656
-4,616
38
$1.99M 0.29%
33,724
+16
39
$1.76M 0.26%
10,196
+828
40
$1.68M 0.25%
+35,300
41
$1.57M 0.23%
31,482
42
$1.24M 0.18%
15,421
43
$1.23M 0.18%
53,848
+58
44
$1.2M 0.18%
11,247
45
$1.18M 0.17%
11,756
-45
46
$1.16M 0.17%
33,349
47
$1.05M 0.15%
44,100
-12,000
48
$1M 0.15%
19,016
-2,611
49
$999K 0.15%
+38,530
50
$935K 0.14%
47,950
+2,300
1
2
3 4