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
$801M
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$67.6M
3
+$64.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$53.6M

Top Sells

1
+$47M
2
+$45.2M
3
+$20.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.2M
5
AAPL icon
Apple
AAPL
+$10.5M

Sector Composition

1 Technology 0.13%
2 Financials 0.11%
3 Consumer Discretionary 0.07%
4 Healthcare 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 12.78%
229,701
+38,291
2
$81.3M 10.14%
+199,499
3
$67.6M 8.43%
+1,660,712
4
$64.4M 8.04%
+2,188,641
5
$60.5M 7.55%
+1,309,368
6
$53.6M 6.69%
+2,045,584
7
$50M 6.24%
226,916
+181,649
8
$43.6M 5.44%
+884,667
9
$40.8M 5.09%
+667,197
10
$23.7M 2.96%
+126,761
11
$21.6M 2.7%
+783,506
12
$16.6M 2.08%
170,157
+80,346
13
$16M 1.99%
+211,269
14
$14.6M 1.82%
+72,301
15
$12.9M 1.62%
+178,491
16
$12.4M 1.55%
+171,017
17
$9.82M 1.23%
+190,282
18
$8.16M 1.02%
+201,337
19
$6.51M 0.81%
+26,692
20
$6.35M 0.79%
+39,067
21
$5.97M 0.75%
+60,988
22
$5.64M 0.7%
+58,382
23
$5.58M 0.7%
+76,557
24
$5.4M 0.67%
+71,384
25
$5.39M 0.67%
+151,832
1
2 3 4 5