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
1
$7.18M 7.03%
71,375
-5,308
2
$5.89M 5.77%
102,845
+10,435
3
$5.63M 5.52%
152,891
+11,718
4
$5.61M 5.49%
120,011
+8,821
5
$5.28M 5.17%
103,514
-11,064
6
$5.25M 5.14%
88,203
+5,401
7
$5.18M 5.07%
101,775
-28,314
8
$4.62M 4.52%
75,736
+7,266
9
$4.49M 4.39%
55,776
+21,306
10
$4.12M 4.03%
62,427
+15,841
11
$3.91M 3.83%
63,354
+27,749
12
$3.91M 3.82%
183,745
-145,962
13
$3.31M 3.24%
156,169
+25,865
14
$3.18M 3.11%
36,352
+14,661
15
$3.16M 3.1%
147,810
+32,500
16
$3.05M 2.99%
51,713
+22,721
17
$2.31M 2.26%
109,311
-178,668
18
$2.05M 2.01%
40,719
+6,620
19
$1.89M 1.85%
182,104
+1,096
20
$1.54M 1.51%
18,956
-11,825
21
$1.47M 1.44%
+27,855
22
$1.29M 1.26%
60,929
+29,637
23
$1.24M 1.21%
89,752
+20,783
24
$1.23M 1.2%
13,434
-1,230
25
$1.22M 1.2%
+10,591
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