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
$625M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$12.5M
3
+$10.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.36M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.09M

Top Sells

1
+$15.5M
2
+$11.3M
3
+$6.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.54M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.31M

Sector Composition

1 Technology 0.2%
2 Consumer Discretionary 0.11%
3 Financials 0.11%
4 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.07%
4,410
-336
52
$435K 0.07%
3,850
+270
53
$434K 0.07%
2,307
+241
54
$406K 0.06%
100
55
$363K 0.06%
5,039
56
$352K 0.06%
8,913
57
$345K 0.06%
+5,515
58
$319K 0.05%
2,060
59
$311K 0.05%
+3,874
60
$303K 0.05%
6,535
+903
61
$284K 0.05%
1,660
+140
62
$282K 0.05%
3,548
63
$281K 0.04%
4,852
64
$281K 0.04%
7,000
65
$279K 0.04%
1,053
-1,125
66
$279K 0.04%
9,330
67
$278K 0.04%
11,863
-184
68
$272K 0.04%
15,417
-945
69
$269K 0.04%
1,800
70
$268K 0.04%
16,821
71
$263K 0.04%
897
+8
72
$262K 0.04%
+11,137
73
$255K 0.04%
3,570
-538
74
$249K 0.04%
6,695
+1,420
75
$233K 0.04%
+1,001
1 2
3
4