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
$801M
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$67.6M
3
+$64.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$53.6M

Top Sells

1
+$47M
2
+$45.2M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.2M
5
AAPL icon
Apple
AAPL
+$10.5M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.07%
4 Healthcare 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.23M 0.65%
+165,268
27
$4.19M 0.52%
+42,023
28
$4.05M 0.51%
+17,230
29
$3.65M 0.46%
+70,766
30
$3.64M 0.45%
+43,276
31
$2.86M 0.36%
+52,837
32
$2.32M 0.29%
+5,234
33
$2.07M 0.26%
+77,515
34
$1.92M 0.24%
28,497
+24,740
35
$1.77M 0.22%
+44,792
36
$1.66M 0.21%
+11,694
37
$1.43M 0.18%
+15,251
38
$1.43M 0.18%
+26,215
39
$1.35M 0.17%
+13,848
40
$1.2M 0.15%
+5,816
41
$1.2M 0.15%
+9,629
42
$1.15M 0.14%
+32,629
43
$1.1M 0.14%
+10,929
44
$1.09M 0.14%
+13,919
45
$1.05M 0.13%
+7,004
46
$852K 0.11%
+31,520
47
$821K 0.1%
+37,480
48
$812K 0.1%
+36,929
49
$767K 0.1%
+9,185
50
$758K 0.09%
+14,385
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