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
$205M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.58M
3
+$2.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.61M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.41M

Top Sells

1
+$488K
2
+$134K
3
+$127K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$92.7K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$75.8K

Sector Composition

1 Industrials 0.2%
2 Consumer Staples 0.18%
3 Energy 0.16%
4 Financials 0.15%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-17,170
1 2 3
4