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
$1.1B
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.35M
3
+$2.59M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.68M

Top Sells

1
+$27M
2
+$6.96M
3
+$1.99M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.44M
5
MSI icon
Motorola Solutions
MSI
+$774K

Sector Composition

1 Technology 6.76%
2 Financials 3.37%
3 Communication Services 2.97%
4 Consumer Discretionary 2.56%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$822K 0.07%
13,725
+2,420
77
$793K 0.07%
32,405
78
$757K 0.07%
3,028
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79
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3,835
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80
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3,250
81
$598K 0.05%
21,559
82
$588K 0.05%
2,572
+235
83
$587K 0.05%
4,800
84
$512K 0.05%
8,980
85
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5,188
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86
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87
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8,115
88
$446K 0.04%
7,700
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89
$430K 0.04%
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90
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2,457
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91
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10,370
92
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93
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94
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95
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96
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18,678
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97
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98
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2,584
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99
$398K 0.04%
3,460
+63
100
$388K 0.04%
5,063
+8
2 3
4
5 6