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
$297M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$7.16M
3
+$6.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.24M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.38M

Top Sells

1
+$5.6M
2
+$1.21M
3
+$1.14M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$406K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$305K

Sector Composition

1 Financials 0.51%
2 Industrials 0.34%
3 Healthcare 0.06%
4 Technology 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
106
+65
77
$17K 0.01%
+119
78
$15K 0.01%
200
79
$15K 0.01%
+256
80
$14K ﹤0.01%
503
-171
81
$14K ﹤0.01%
+166
82
$14K ﹤0.01%
+278
83
$14K ﹤0.01%
75
84
$11K ﹤0.01%
75
85
$10K ﹤0.01%
92
86
$9K ﹤0.01%
57
87
$9K ﹤0.01%
+750
88
$9K ﹤0.01%
+191
89
$9K ﹤0.01%
240
90
$9K ﹤0.01%
100
-400
91
$9K ﹤0.01%
320
-5,250
92
$8K ﹤0.01%
113
93
$8K ﹤0.01%
53
94
$8K ﹤0.01%
52
95
$8K ﹤0.01%
82
96
$6K ﹤0.01%
+632
97
$6K ﹤0.01%
+450
98
$6K ﹤0.01%
413
99
$5K ﹤0.01%
124
100
$5K ﹤0.01%
+100
1 2 3
4
5