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
$801M
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$67.6M
3
+$64.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$53.6M

Top Sells

1
+$47M
2
+$45.2M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.2M
5
AAPL icon
Apple
AAPL
+$10.5M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.07%
4 Healthcare 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$745K 0.09%
3,842
-53,968
52
$674K 0.08%
+28,205
53
$627K 0.08%
+11,800
54
$589K 0.07%
+21,989
55
$552K 0.07%
+2,509
56
$518K 0.06%
+100
57
$483K 0.06%
+8,960
58
$450K 0.06%
+2,263
59
$427K 0.05%
+8,115
60
$413K 0.05%
+21,810
61
$409K 0.05%
+3,935
62
$409K 0.05%
+5,039
63
$376K 0.05%
+10,370
64
$368K 0.05%
2,063
+915
65
$368K 0.05%
2,820
-7,050
66
$354K 0.04%
+3,633
67
$350K 0.04%
+7,000
68
$339K 0.04%
+1,800
69
$304K 0.04%
+9,264
70
$296K 0.04%
+4,195
71
$281K 0.04%
+2,607
72
$281K 0.04%
+16,071
73
$264K 0.03%
+3,520
74
$260K 0.03%
764
-9,637
75
$258K 0.03%
+4,178
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3
4 5