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
$625M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$12.5M
3
+$10.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.36M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.09M

Top Sells

1
+$15.5M
2
+$11.3M
3
+$6.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.54M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.31M

Sector Composition

1 Technology 0.2%
2 Consumer Discretionary 0.11%
3 Financials 0.11%
4 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.8M 14.03%
244,693
+3,724
2
$69M 11.03%
1,890,218
-310,475
3
$54.7M 8.74%
1,870,572
+919,378
4
$48M 7.68%
1,855,218
+119,180
5
$47.8M 7.64%
145,610
-5,520
6
$45.8M 7.32%
1,258,933
-152,473
7
$38.1M 6.09%
212,237
+18,747
8
$33.4M 5.34%
776,665
+290,912
9
$25.1M 4.01%
152,232
+5,420
10
$22.2M 3.55%
460,098
+216,219
11
$15.8M 2.53%
466,255
+82,312
12
$15.4M 2.46%
193,307
+2,418
13
$9.39M 1.5%
167,657
+9,065
14
$8.56M 1.37%
128,551
+14,336
15
$8.27M 1.32%
115,879
-216,624
16
$8.22M 1.32%
197,714
+38,724
17
$8.16M 1.3%
203,068
+5,242
18
$8.1M 1.3%
292,719
+29,559
19
$5.65M 0.9%
41,774
-6
20
$5.38M 0.86%
56,027
+1,717
21
$4.63M 0.74%
23,466
+3,737
22
$4.63M 0.74%
82,475
+14,318
23
$4.42M 0.71%
45,828
-36,092
24
$3.93M 0.63%
128,002
+16,539
25
$3.61M 0.58%
20,698
1
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