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
$1.05B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.72M
3
+$4.62M
4
BND icon
Vanguard Total Bond Market
BND
+$3.44M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.45M

Top Sells

1
+$5.04M
2
+$4.51M
3
+$2.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M

Sector Composition

1 Technology 6.82%
2 Financials 3.18%
3 Communication Services 2.7%
4 Consumer Discretionary 2.32%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.24%
47,928
-4,909
52
$2.4M 0.23%
11,828
-92
53
$2.18M 0.21%
54,137
+7,765
54
$1.97M 0.19%
28,010
+134
55
$1.94M 0.18%
24,925
56
$1.91M 0.18%
44,175
-24,468
57
$1.75M 0.17%
11,720
+64
58
$1.52M 0.14%
15,165
-86
59
$1.5M 0.14%
56,515
-21,000
60
$1.44M 0.14%
25,586
61
$1.38M 0.13%
10,550
-7,075
62
$1.33M 0.13%
12,783
-894
63
$1.28M 0.12%
35,279
+3,658
64
$1.28M 0.12%
5,736
-80
65
$1.14M 0.11%
8,574
-1,055
66
$1.12M 0.11%
13,261
-658
67
$1.11M 0.1%
7,004
68
$1.06M 0.1%
10,355
-574
69
$1.06M 0.1%
6,386
70
$1.02M 0.1%
60,625
-8,903
71
$997K 0.09%
33,420
+1,900
72
$986K 0.09%
44,276
+7,285
73
$859K 0.08%
14,385
74
$847K 0.08%
3,250
-946
75
$839K 0.08%
9,492
+205
1 2
3
4 5