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
$536K
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$224K
3
+$109K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$58.8K
5
TSLA icon
Tesla
TSLA
+$25.4K

Top Sells

1
+$106M
2
+$63.1M
3
+$52.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$29.1M

Sector Composition

1 Technology 0.92%
2 Consumer Discretionary 0.19%
3 Consumer Staples 0.05%
4 Financials 0.05%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-515
77
– –
-24
78
– –
-535
79
– –
-80
80
– –
-499
81
– –
-16
82
– –
-200
83
– –
-457
84
– –
-2,763
85
– –
-299
86
– –
-244
87
– –
-150
88
– –
-300
89
– –
-113
90
– –
-75
91
– –
-124
92
– –
-78
93
– –
-1,108
94
– –
-796
95
– –
-703
96
– –
-1,000
97
– –
-144
98
– –
-97
99
– –
-53
100
– –
-21
2 3
4
5 6