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
$801M
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$67.6M
3
+$64.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$53.6M

Top Sells

1
+$47M
2
+$45.2M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.2M
5
AAPL icon
Apple
AAPL
+$10.5M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.07%
4 Healthcare 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.03%
+1,734
77
$243K 0.03%
+12,672
78
$227K 0.03%
+4,809
79
$226K 0.03%
864
-3,699
80
$212K 0.03%
+4,190
81
$75K 0.01%
+16,200
82
– –
-27,241
83
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-608,876
84
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-5,873
85
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86
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-8,786
87
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-351,695
88
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-834,694
89
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-293,632
90
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-5,259
91
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-2,925
92
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-11,570
93
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94
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-36,075
95
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96
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-2,932
97
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98
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99
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100
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-3,439
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4
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