LGWM

Litman Gregory Wealth Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.32M
3
+$2.81M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.76M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

1
+$293K
2
+$131K
3
+$104K
4
XOM icon
Exxon Mobil
XOM
+$95.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$91.9K

Sector Composition

1 Financials 1.83%
2 Industrials 0.47%
3 Technology 0.39%
4 Healthcare 0.36%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.03%
+445
77
$66K 0.03%
192
+25
78
$63K 0.03%
847
+40
79
$62K 0.03%
+30
80
$62K 0.03%
+1,800
81
$62K 0.03%
+385
82
$62K 0.03%
+1,100
83
$62K 0.03%
+1,200
84
$62K 0.03%
+3,750
85
$62K 0.03%
+2,100
86
$61K 0.02%
+1,275
87
$59K 0.02%
542
-1,150
88
$59K 0.02%
+375
89
$59K 0.02%
+2,700
90
$58K 0.02%
+325
91
$58K 0.02%
+100
92
$55K 0.02%
+400
93
$55K 0.02%
1,808
+798
94
$52K 0.02%
880
+196
95
$52K 0.02%
650
-1,250
96
$51K 0.02%
+1,185
97
$48K 0.02%
+745
98
$45K 0.02%
+1,290
99
$45K 0.02%
331
100
$45K 0.02%
+3,300
2 3
4
5 6