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
$269M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

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
+$8.32M

Top Sells

1
+$70.3M
2
+$67.2M
3
+$60.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$51.8M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$51.7M

Sector Composition

1 Financials 6.78%
2 Technology 4.92%
3 Communication Services 1.31%
4 Consumer Discretionary 1.11%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-100
102
– –
-13,677
103
– –
-30,900
104
– –
-415,344
105
– –
-70,198
106
– –
-44,220
107
– –
-7,000
108
– –
-46,242
109
– –
-180,585
110
– –
-78,205
1 2 3 4
5