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
$1.05B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.72M
3
+$4.62M
4
BND icon
Vanguard Total Bond Market
BND
+$3.44M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.45M

Top Sells

1
+$5.04M
2
+$4.51M
3
+$2.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M

Sector Composition

1 Technology 6.82%
2 Financials 3.18%
3 Communication Services 2.7%
4 Consumer Discretionary 2.32%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.59M 0.91%
68,075
-1,510
27
$9.5M 0.9%
2,677
+197
28
$9.44M 0.9%
87,173
+42,634
29
$8.57M 0.81%
61,353
-975
30
$8.52M 0.81%
37,491
-1,141
31
$8.39M 0.8%
23,694
-1,215
32
$8.04M 0.76%
164,099
+4,744
33
$7.98M 0.76%
198,288
+16,575
34
$6.77M 0.64%
65,068
-7,036
35
$6.75M 0.64%
25,736
-296
36
$6.66M 0.63%
39,067
37
$6.52M 0.62%
86,372
+3,389
38
$6.06M 0.57%
62,827
+1,107
39
$5.88M 0.56%
154,770
-1,545
40
$5.76M 0.55%
74,495
+3,018
41
$5.33M 0.51%
166,172
+4,250
42
$4.58M 0.44%
10,408
-6
43
$4.47M 0.42%
17,230
44
$4.09M 0.39%
76,042
+5,276
45
$4.08M 0.39%
44,813
+1,544
46
$4.01M 0.38%
40,412
-21,254
47
$3.74M 0.35%
9,379
+1,200
48
$2.62M 0.25%
5,007
-675
49
$2.58M 0.25%
5,437
+187
50
$2.56M 0.24%
40,470
+9,930
1
2
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