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
1
$7.64M 7.88%
76,683
+41,723
2
$7M 7.21%
329,707
-147,080
3
$6.62M 6.82%
130,089
+64,776
4
$6.07M 6.25%
287,979
-199,985
5
$5.78M 5.96%
114,578
+41,534
6
$5.19M 5.35%
111,190
+37,002
7
$5.16M 5.32%
141,173
+51,097
8
$5.15M 5.31%
92,410
+27,921
9
$4.8M 4.95%
82,802
+29,613
10
$4.14M 4.26%
68,470
+50,124
11
$3M 3.1%
46,586
+10,617
12
$2.74M 2.82%
130,304
+71,642
13
$2.7M 2.78%
+34,470
14
$2.46M 2.53%
30,781
-14,414
15
$2.44M 2.51%
115,310
+100,759
16
$2.09M 2.16%
+35,605
17
$1.89M 1.94%
21,691
+7,898
18
$1.8M 1.85%
181,008
-61,056
19
$1.73M 1.78%
28,992
+10,171
20
$1.7M 1.75%
34,099
+29,000
21
$1.31M 1.35%
14,664
-6,314
22
$1.26M 1.3%
+50,874
23
$1.25M 1.29%
+49,574
24
$1.03M 1.06%
34,145
-4,276
25
$941K 0.97%
24,835
-7,415
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