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
$75.7M
AUM Growth
-$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.79M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.77M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.67M

Top Sells

1
+$3.82M
2
+$3.59M
3
+$2.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.89M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.86M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$984K 1.3%
18,821
-156
27
$807K 1.07%
17,105
-7,164
28
$761K 1.01%
61,749
+10,189
29
$634K 0.84%
+3,687
30
$632K 0.83%
+5,032
31
$629K 0.83%
+10,242
32
$412K 0.54%
5,958
-5,635
33
$300K 0.4%
3,455
-4,540
34
$299K 0.39%
14,551
35
$285K 0.38%
7,195
-10,119
36
$250K 0.33%
+5,099
37
$222K 0.29%
8,005
-159
38
$219K 0.29%
+2,699
39
$217K 0.29%
2,466
-4,650
40
– –
-3,911
41
– –
-5,150
1
2