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
1
$10.3M 13.56%
487,964
-95,532
2
$10M 13.25%
476,787
-88,583
3
$3.61M 4.77%
73,044
+37,508
4
$3.5M 4.62%
64,489
+32,637
5
$3.43M 4.53%
34,960
+18,209
6
$3.31M 4.36%
74,188
+37,568
7
$3.29M 4.34%
65,313
+35,583
8
$3.28M 4.33%
45,195
-22,526
9
$3.08M 4.07%
90,076
+37,572
10
$2.79M 3.69%
53,189
+24,609
11
– –
0
12
– –
0
13
$2.29M 3.02%
35,969
+10,311
14
$2.08M 2.75%
242,064
-219,704
15
$1.69M 2.23%
20,978
-12,414
16
$1.5M 1.98%
15,255
-5,361
17
$1.29M 1.7%
19,434
-9,834
18
$1.22M 1.61%
58,662
19
$1.11M 1.47%
38,421
+1,091
20
$1.1M 1.46%
+18,346
21
$1.06M 1.4%
32,250
-4,220
22
$1.05M 1.39%
18,373
-20,630
23
$1.03M 1.35%
13,793
-288
24
$1.01M 1.33%
50,765
-77,320
25
$992K 1.31%
19,190
-13,986
1
2