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
$680M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.42M
3
+$7.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.62M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.45M

Top Sells

1
+$1.1M
2
+$515K
3
+$462K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$427K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$420K

Sector Composition

1 Financials 1%
2 Real Estate 0.76%
3 Technology 0.61%
4 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$915K 0.13%
74,200
-1,300
52
$891K 0.13%
+17,847
53
$880K 0.13%
72,533
+16,270
54
$863K 0.13%
+6,547
55
$711K 0.1%
+14,385
56
$697K 0.1%
30,000
57
$690K 0.1%
+30,900
58
$689K 0.1%
+12,665
59
$646K 0.1%
12,410
-528
60
$600K 0.09%
12,585
-1,955
61
$541K 0.08%
+4,746
62
$514K 0.08%
+4,914
63
$489K 0.07%
+2,178
64
$409K 0.06%
+100
65
$407K 0.06%
+2,066
66
$401K 0.06%
+8,913
67
$380K 0.06%
+3,580
68
$360K 0.05%
+5,039
69
$347K 0.05%
+2,060
70
$321K 0.05%
16,362
-10,375
71
$318K 0.05%
+7,000
72
$312K 0.05%
12,047
73
$302K 0.04%
+4,108
74
$301K 0.04%
14,399
-2,782
75
$299K 0.04%
+5,970
1 2
3
4