LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
This Quarter Return
+1.92%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
Cap. Flow
+$2.89M
Cap. Flow %
2.49%
Top 10 Hldgs %
78.51%
Holding
27
New
1
Increased
14
Reduced
8
Closed
4

Top Buys

1
VTV icon
Vanguard Value ETF
VTV
$2.33M
2
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$1.37M
3
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
$1.05M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
$994K
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$766K

Top Sells

1
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$2.85M
2
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
$1.21M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
$857K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$607K
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
$446K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
XLI icon
26
Industrial Select Sector SPDR Fund
XLI
$23.3B
– –
-3,545
Closed -$227K
BSCK
27
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
– –
-14,027
Closed -$299K
1
2