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
$245M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.17M
3
+$2.72M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.67M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.86M

Top Sells

1
+$286K
2
+$125K
3
+$100K
4
XOM icon
Exxon Mobil
XOM
+$90K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.5K

Sector Composition

1 Financials 1.83%
2 Industrials 0.47%
3 Technology 0.39%
4 Healthcare 0.36%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44K 0.02%
+590
102
$44K 0.02%
+239
103
$43K 0.02%
+315
104
$43K 0.02%
506
+85
105
$42K 0.02%
+375
106
$39K 0.02%
1,410
107
$38K 0.02%
+360
108
$38K 0.02%
+694
109
$38K 0.02%
+3,000
110
$38K 0.02%
+425
111
$37K 0.02%
+1,150
112
$37K 0.02%
700
113
$36K 0.01%
+490
114
$33K 0.01%
309
115
$30K 0.01%
+262
116
$30K 0.01%
400
-1,200
117
$28K 0.01%
+796
118
$25K 0.01%
+225
119
$24K 0.01%
+425
120
$24K 0.01%
+400
121
$23K 0.01%
2,000
122
$22K 0.01%
+282
123
$21K 0.01%
+400
124
$20K 0.01%
+450
125
$19K 0.01%
200
3 4
5
6 7