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
126
$19K 0.01%
+275
127
$19K 0.01%
+412
128
$19K 0.01%
674
-243
129
$19K 0.01%
+300
130
$18K 0.01%
+125
131
$18K 0.01%
+400
132
$17K 0.01%
+125
133
$15K 0.01%
+500
134
$14K 0.01%
+209
135
$13K 0.01%
+275
136
$12K ﹤0.01%
+200
137
$12K ﹤0.01%
+160
138
$12K ﹤0.01%
+750
139
$12K ﹤0.01%
+200
140
$9K ﹤0.01%
+917
141
$8K ﹤0.01%
52
-523
142
$8K ﹤0.01%
+120
143
$7K ﹤0.01%
113
144
$7K ﹤0.01%
+57
145
$7K ﹤0.01%
53
146
$7K ﹤0.01%
+82
147
$7K ﹤0.01%
413
148
$6K ﹤0.01%
+41
149
$6K ﹤0.01%
+87
150
$5K ﹤0.01%
+93
3 4 5
6
7