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
$297M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$7.16M
3
+$6.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.24M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.38M

Top Sells

1
+$5.6M
2
+$1.21M
3
+$1.14M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$406K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$305K

Sector Composition

1 Financials 0.51%
2 Industrials 0.34%
3 Healthcare 0.06%
4 Technology 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
93
102
$4K ﹤0.01%
27
103
$4K ﹤0.01%
300
104
$4K ﹤0.01%
112
105
$4K ﹤0.01%
60
106
$4K ﹤0.01%
+55
107
$3K ﹤0.01%
+26
108
$3K ﹤0.01%
92
109
$2K ﹤0.01%
700
110
$2K ﹤0.01%
105
111
$1K ﹤0.01%
44
112
– –
-4,150
1 2 3 4
5