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
$1.1B
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.35M
3
+$2.59M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.68M

Top Sells

1
+$27M
2
+$6.96M
3
+$1.99M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.44M
5
MSI icon
Motorola Solutions
MSI
+$774K

Sector Composition

1 Technology 6.76%
2 Financials 3.37%
3 Communication Services 2.97%
4 Consumer Discretionary 2.56%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$214K 0.02%
+621
127
$206K 0.02%
2,645
-875
128
$204K 0.02%
15,375
-2,000
129
$203K 0.02%
5,375
-500
130
$194K 0.02%
17,600
131
$77.9K 0.01%
16,200
132
– –
-8,295
133
– –
-2,850
2 3 4 5
6