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
$1.1B
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.35M
3
+$2.59M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.68M

Top Sells

1
+$27M
2
+$6.96M
3
+$1.99M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.44M
5
MSI icon
Motorola Solutions
MSI
+$774K

Sector Composition

1 Technology 6.76%
2 Financials 3.37%
3 Communication Services 2.97%
4 Consumer Discretionary 2.56%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.23%
11,468
-360
52
$2.5M 0.23%
4,314
-693
53
$2.18M 0.2%
29,305
+1,295
54
$2.17M 0.2%
52,871
-1,266
55
$2.09M 0.19%
24,911
-14
56
$1.85M 0.17%
11,357
-363
57
$1.81M 0.16%
30,849
+5,263
58
$1.75M 0.16%
39,175
-5,000
59
$1.66M 0.15%
15,165
60
$1.56M 0.14%
13,314
+531
61
$1.54M 0.14%
56,515
62
$1.34M 0.12%
5,404
-332
63
$1.29M 0.12%
35,246
-33
64
$1.28M 0.12%
14,136
+875
65
$1.24M 0.11%
8,574
66
$1.19M 0.11%
7,004
67
$1.18M 0.11%
6,595
+209
68
$1.14M 0.1%
10,355
69
$1.09M 0.1%
33,597
+177
70
$1.08M 0.1%
8,250
-2,300
71
$1.08M 0.1%
12,475
+2,983
72
$1.02M 0.09%
58,125
-2,500
73
$973K 0.09%
44,276
74
$954K 0.09%
14,385
75
$902K 0.08%
36,638
+3,880
1 2
3
4 5