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
$531M
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$60.4M
3
+$50.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$33.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$21.4M

Top Sells

1
+$502
2
+$474
3
+$272
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270
5
XLNX
Xilinx Inc
XLNX
+$260

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.11%
3 Financials 0.05%
4 Consumer Staples 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-208
77
– –
-235
78
– –
-272
79
– –
-270
80
– –
-225
81
– –
-474
82
– –
-10,040
1 2 3
4