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
$332K
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.94K
2
+$1.62K
3
+$979
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$949
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922

Top Sells

1
+$1.89M
2
+$208K
3
+$44K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$433
5
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
+$301

Sector Composition

1 Industrials 0.17%
2 Consumer Staples 0.12%
3 Financials 0.1%
4 Healthcare 0.09%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.2K 29.83%
4,976
-95,053
2
$54.4K 16.35%
919,187
+16,038
3
$52.3K 15.72%
1,138,700
+19,344
4
$27.4K 8.24%
610,457
+19,579
5
$19.4K 5.85%
72,327
+6,015
6
$18.6K 5.61%
135,870
+6,717
7
$16.8K 5.06%
1,142
-14,126
8
$5.98K 1.8%
85,010
+4,796
9
$4.97K 1.49%
102,166
+8,890
10
$4.02K 1.21%
26,381
+4,823
11
$3.85K 1.16%
36,489
+1,638
12
$3.52K 1.06%
34,546
+7,280
13
$3.35K 1.01%
61,225
+17,900
14
$2.9K 0.87%
26,006
+17,380
15
$2.13K 0.64%
23,663
-42
16
$2.09K 0.63%
25,193
-5,212
17
$1.86K 0.56%
50,274
+2,372
18
$1.36K 0.41%
5,541
-524
19
$1.04K 0.31%
3,886
20
$720 0.22%
11,779
+115
21
$673 0.2%
5,676
-118
22
$667 0.2%
8,179
+1,534
23
$555 0.17%
3,600
24
$326 0.1%
5,876
25
$324 0.1%
1,300
1
2 3