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
– –
-608,876
83
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-5,873
84
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-834,694
85
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-293,632
86
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87
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-2,925
88
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-11,570
89
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-14,100
90
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-36,075
91
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-5,648
92
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-2,932
93
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94
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95
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96
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97
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98
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99
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-7,540
100
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-10,874
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