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
$1.05B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.72M
3
+$4.62M
4
BND icon
Vanguard Total Bond Market
BND
+$3.44M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.45M

Top Sells

1
+$5.04M
2
+$4.51M
3
+$2.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M

Sector Composition

1 Technology 6.82%
2 Financials 3.18%
3 Communication Services 2.7%
4 Consumer Discretionary 2.32%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,150
127
– –
-4,722
128
– –
-2,285
2 3 4 5
6