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
$205M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.58M
3
+$2.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.61M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.41M

Top Sells

1
+$488K
2
+$134K
3
+$127K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$92.7K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$75.8K

Sector Composition

1 Industrials 0.2%
2 Consumer Staples 0.18%
3 Energy 0.16%
4 Financials 0.15%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46K 0.02%
+1,000
52
$46K 0.02%
+2,400
53
$44K 0.02%
1,469
54
$41K 0.02%
331
55
$39K 0.02%
+1,410
56
$39K 0.02%
+700
57
$36K 0.02%
1,054
58
$35K 0.02%
309
59
$34K 0.02%
+684
60
$32K 0.02%
+291
61
$31K 0.02%
+342
62
$26K 0.01%
917
-4,734
63
$24K 0.01%
632
64
$23K 0.01%
2,000
65
$18K 0.01%
+200
66
$13K 0.01%
+141
67
$10K ﹤0.01%
+325
68
$8K ﹤0.01%
+413
69
$7K ﹤0.01%
53
70
$7K ﹤0.01%
113
71
$6K ﹤0.01%
124
72
$4K ﹤0.01%
300
73
$4K ﹤0.01%
700
74
$2K ﹤0.01%
105
75
– –
-1,290
1 2
3
4