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
$97M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.3M
3
+$3.03M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.7M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.13M

Top Sells

1
+$4.21M
2
+$3.12M
3
+$1.15M
4
VTV icon
Vanguard Value ETF
VTV
+$1M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$606K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 0.95%
68,969
+7,220
27
$847K 0.87%
11,480
-7,954
28
$796K 0.82%
7,197
+2,165
29
$794K 0.82%
14,445
+4,203
30
$782K 0.81%
13,608
-5,582
31
$771K 0.79%
5,244
+1,557
32
$746K 0.77%
+12,580
33
$682K 0.7%
10,816
-7,557
34
$654K 0.67%
+13,168
35
$651K 0.67%
7,279
+4,580
36
$651K 0.67%
+31,292
37
$637K 0.66%
5,919
-9,336
38
$608K 0.63%
26,260
-24,505
39
$560K 0.58%
10,831
-6,274
40
$510K 0.53%
+15,807
41
$320K 0.33%
4,146
-1,812
42
$228K 0.23%
+11,020
43
– –
-7,195
44
– –
-2,466
45
– –
-8,005
46
– –
-3,455
1
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