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
$102M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.71M
3
+$1.47M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.28M

Top Sells

1
+$3.77M
2
+$3.1M
3
+$1.44M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.04M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.03M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 1.09%
21,701
+8,533
27
$984K 0.96%
25,330
+495
28
$838K 0.82%
+6,736
29
$816K 0.8%
26,813
-7,332
30
$764K 0.75%
22,911
+7,104
31
$747K 0.73%
12,693
+113
32
$744K 0.73%
10,006
-1,474
33
$731K 0.72%
13,677
-768
34
$724K 0.71%
6,799
-398
35
$699K 0.68%
4,958
-286
36
$648K 0.63%
+25,840
37
$640K 0.63%
+5,956
38
$635K 0.62%
5,729
-190
39
$632K 0.62%
9,730
-1,086
40
$581K 0.57%
24,330
-1,930
41
$574K 0.56%
9,997
-3,611
42
$559K 0.55%
6,064
-1,215
43
$431K 0.42%
8,377
-2,454
44
$347K 0.34%
4,427
+281
45
$252K 0.25%
11,870
+850
46
$228K 0.22%
8,979
-40,595
47
$227K 0.22%
+2,108
48
$222K 0.22%
8,929
-41,945
1
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