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
$245M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.17M
3
+$2.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.67M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.86M

Top Sells

1
+$286K
2
+$125K
3
+$100K
4
XOM icon
Exxon Mobil
XOM
+$90K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.5K

Sector Composition

1 Financials 1.83%
2 Industrials 0.47%
3 Technology 0.39%
4 Healthcare 0.36%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$91K 0.04%
+1,043
52
$91K 0.04%
618
53
$90K 0.04%
+575
54
$90K 0.04%
+1,131
55
$89K 0.04%
+905
56
$88K 0.04%
4,150
+2,470
57
$86K 0.04%
+400
58
$85K 0.03%
+1,775
59
$84K 0.03%
+525
60
$82K 0.03%
+855
61
$81K 0.03%
+675
62
$80K 0.03%
+1,891
63
$79K 0.03%
756
64
$78K 0.03%
690
-17
65
$78K 0.03%
+510
66
$77K 0.03%
+1,800
67
$77K 0.03%
+1,060
68
$77K 0.03%
2,287
+1,233
69
$76K 0.03%
+350
70
$73K 0.03%
+390
71
$73K 0.03%
+456
72
$72K 0.03%
+1,150
73
$72K 0.03%
+1,359
74
$69K 0.03%
2,695
75
$68K 0.03%
+1,100
1 2
3
4 5