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

Top Buys

1
+$77M
2
+$67M
3
+$64.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$54.2M

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
+$9.4M

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
– –
-36,075
83
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-5,648
84
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-2,932
85
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-1,264
86
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87
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-1,125
88
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-3,439
89
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-2,015
90
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-2,473
91
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-27,241
92
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-608,876
93
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-5,873
94
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-55,481
95
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-8,786
96
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-351,695
97
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-834,694
98
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-293,632
99
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-5,259
100
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-2,925
1 2 3
4
5