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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$20M
3
+$18.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.2M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 24.14%
+1,024,216
2
$20M 14.39%
+772,734
3
$18.2M 13.09%
+364,114
4
$13.5M 9.72%
+129,365
5
$13.2M 9.52%
+359,907
6
$6.06M 4.37%
+29,573
7
$5.17M 3.73%
+122,399
8
$4.76M 3.43%
+237,037
9
$4.51M 3.25%
+174,549
10
$3.28M 2.36%
+31,064
11
$2.8M 2.02%
+47,691
12
$2.21M 1.59%
+89,166
13
$2.21M 1.59%
+68,484
14
$2.16M 1.56%
+43,960
15
$2.06M 1.49%
+28,084
16
$1.28M 0.92%
+62,727
17
$1.02M 0.73%
+12,771
18
$811K 0.58%
+8,890
19
$554K 0.4%
+11,407
20
$507K 0.37%
+6,279
21
$294K 0.21%
+7,050
22
$294K 0.21%
+4,974
23
$240K 0.17%
+3,035
24
$216K 0.16%
+1,921