LFPWM
Leicht Financial Planning & Wealth Management Portfolio holdings
AUM
$211M
This Quarter Return
+0.58%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+1.4%)
Cap. Flow
-$8.49M
Cap. Flow
% of AUM
-7.24%
Top 10 Holdings %
Top 10 Hldgs %
85%
Holding
34
New
7
Increased
3
Reduced
17
Closed
4
Top Buys
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $223K | 0.19% |
+5,883
| New | +$223K |
|
27
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $220K | 0.19% |
+1,120
| New | +$220K |
|
28
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $208K | 0.18% |
3,911
-115
| -3% | -$6.12K |
|
29
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
| $204K | 0.17% |
+3,249
| New | +$204K |
|
30
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $201K | 0.17% |
+2,027
| New | +$201K |
|
|
BSJO
31
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| – | – |
-9,315
| Closed | -$231K |
|
|
BSJN
32
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| – | – |
-21,115
| Closed | -$546K |
|
|
BSCL
33
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
| – | – |
-9,879
| Closed | -$206K |
|
|
BSCM
34
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| – | – |
-10,546
| Closed | -$219K |
|