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
$625M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$12.5M
3
+$10.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.36M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.09M

Top Sells

1
+$15.5M
2
+$11.3M
3
+$6.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.54M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.31M

Sector Composition

1 Technology 0.2%
2 Consumer Discretionary 0.11%
3 Financials 0.11%
4 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 0.47%
44,350
-339
27
$2.23M 0.36%
50,084
+14,784
28
$2.15M 0.34%
6,015
-730
29
$2.07M 0.33%
59,312
-19,089
30
$1.87M 0.3%
21,462
-3,853
31
$1.56M 0.25%
29,702
-4,022
32
$1.48M 0.24%
57,730
+19,200
33
$1.39M 0.22%
8,541
-1,655
34
$1.32M 0.21%
10,725
+4,178
35
$1.21M 0.19%
55,856
+2,008
36
$1.17M 0.19%
15,421
37
$1.15M 0.18%
25,982
-5,500
38
$1.14M 0.18%
15,280
-71,506
39
$1.12M 0.18%
33,412
+63
40
$1.07M 0.17%
11,756
41
$1.04M 0.17%
10,379
-868
42
$1.03M 0.17%
7,477
-17,894
43
$878K 0.14%
19,016
44
$718K 0.11%
37,992
-9,958
45
$677K 0.11%
14,385
46
$631K 0.1%
30,900
47
$615K 0.1%
7,670
-16,986
48
$576K 0.09%
12,585
49
$504K 0.08%
4,914
50
$476K 0.08%
9,620
-2,790
1
2
3 4