LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$1.99M
3
+$825K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$246K
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$233K

Top Sells

1
+$10.4M
2
+$4.1M
3
+$4.03M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.21M
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$2.18M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.19%
+5,883
27
$220K 0.19%
+5,600
28
$208K 0.18%
3,911
-115
29
$204K 0.17%
+3,249
30
$201K 0.17%
+2,027
31
– –
-9,315
32
– –
-21,115
33
– –
-9,879
34
– –
-10,546
1
2