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
$120M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.5M
3
+$12.3M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$11.8M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.92M

Top Sells

1
+$11.5M
2
+$10.1M
3
+$9.33M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.61M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.66M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 15.83%
771,984
+500,838
2
$18.9M 15.72%
760,082
+501,817
3
$18.2M 15.17%
724,329
+511,863
4
$17.4M 14.49%
689,810
+469,095
5
$5.98M 4.98%
295,965
-498,055
6
$5.8M 4.82%
57,533
-114,119
7
$5.58M 4.65%
89,970
-150,307
8
$3.93M 3.27%
155,230
+12,324
9
$3.85M 3.2%
461,112
-790,968
10
$3.32M 2.76%
42,260
+37,175
11
$3.27M 2.72%
39,510
-44,222
12
$2.92M 2.43%
113,727
-13,655
13
$2.28M 1.9%
30,672
-36,830
14
$1.82M 1.52%
19,988
-29,492
15
$1.59M 1.32%
19,260
-31,074
16
$1.42M 1.18%
53,093
-7,600
17
$1.04M 0.86%
15,248
-35,693
18
$906K 0.75%
12,149
-23,086
19
$887K 0.74%
34,180
-7,600
20
$581K 0.48%
+12,685
21
$575K 0.48%
+9,295
22
$239K 0.2%
4,730
-5,588
23
$221K 0.18%
9,798
-7,053
24
$218K 0.18%
10,266
-1,323
25
$200K 0.17%
9,420
-1,221