LFPWM
Leicht Financial Planning & Wealth Management Portfolio holdings
AUM
$211M
This Quarter Return
+2.62%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.55%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Pure Value ETF
RPV
|
$15.1M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$14.4M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$12.1M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$10.8M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$9.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BSJN
26
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| $290K | 0.27% |
+10,898
| New | +$290K |
|
27
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $289K | 0.27% |
+4,570
| New | +$289K |
|
|
VMW
28
DELISTED
VMware, Inc
VMW
| $285K | 0.26% |
+3,443
| New | +$285K |
|
|
BSCN
29
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $285K | 0.26% |
+13,785
| New | +$285K |
|
|
BSCM
30
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $279K | 0.26% |
+13,310
| New | +$279K |
|