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
$969M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$13.9M
3 +$13.8M
4
MSI icon
Motorola Solutions
MSI
+$12.1M
5
TSCO icon
Tractor Supply
TSCO
+$11.4M

Sector Composition

1 Technology 6.79%
2 Financials 3.16%
3 Communication Services 2.79%
4 Consumer Discretionary 2.24%
5 Healthcare 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,935