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
$680M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.42M
3
+$7.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.62M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.45M

Top Sells

1
+$1.1M
2
+$515K
3
+$462K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$427K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$420K

Sector Composition

1 Financials 1%
2 Real Estate 0.76%
3 Technology 0.61%
4 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.04%
+3,548
77
$293K 0.04%
+9,330
78
$293K 0.04%
+4,852
79
$285K 0.04%
+16,821
80
$279K 0.04%
+1,800
81
$278K 0.04%
+889
82
$276K 0.04%
+5,632
83
$268K 0.04%
+1,520
84
$260K 0.04%
+5,275
85
$226K 0.03%
+12,503
86
$201K 0.03%
+13,521
87
$194K 0.03%
+16,169
88
$78K 0.01%
+16,200
89
– –
-6,070
90
– –
-16,000
1 2 3
4