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
$176M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$2.76M
3
+$2.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M

Top Sells

1
+$21.5M
2
+$3.95M
3
+$313K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$158K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$89.9K

Sector Composition

1 Financials 0.09%
2 Healthcare 0.06%
3 Energy 0.04%
4 Consumer Staples 0.01%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,325
52
– –
-2,800
1 2
3