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
$105M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.85M
3
+$1.94M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.75M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.29M

Top Sells

1
+$4.64M
2
+$2.19M
3
+$2.13M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.58M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.03%
21,379
-19,340
27
$1.08M 1.03%
12,092
-1,342
28
$1.06M 1.01%
7,634
+2,676
29
$1.06M 1.01%
20,159
+6,482
30
$1.06M 1.01%
10,127
+3,328
31
$966K 0.92%
28,135
+5,224
32
$767K 0.73%
6,871
+1,142
33
$732K 0.7%
18,945
-6,385
34
$589K 0.56%
9,081
-649
35
$579K 0.55%
7,716
-2,290
36
$554K 0.53%
6,756
-12,200
37
$547K 0.52%
5,769
-295
38
$543K 0.52%
10,658
-91,117
39
$532K 0.51%
22,470
-1,860
40
$467K 0.45%
8,186
-4,507
41
$454K 0.43%
+11,169
42
$352K 0.34%
16,420
+4,550
43
$351K 0.34%
4,514
+87
44
$295K 0.28%
5,159
-4,838
45
$291K 0.28%
2,696
+588
46
$267K 0.26%
+13,620
47
$263K 0.25%
+6,205
48
$263K 0.25%
+9,381
49
$248K 0.24%
8,144
-18,669
50
– –
-8,377
1
2
3