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
1
$5.85M 5.59%
99,452
-3,393
2
$5.58M 5.34%
148,825
-4,066
3
$5.27M 5.03%
90,583
+2,380
4
$5.07M 4.84%
79,123
+15,769
5
$5.06M 4.83%
62,764
+6,988
6
$5.05M 4.83%
94,886
+67,031
7
$4.96M 4.74%
49,523
-21,852
8
$4.9M 4.68%
73,553
+11,126
9
$4.6M 4.4%
49,351
+12,999
10
$4.46M 4.27%
73,273
-2,463
11
$4.27M 4.08%
72,876
+21,163
12
$4.08M 3.9%
35,094
+24,503
13
$4M 3.82%
86,084
-33,927
14
$3.42M 3.27%
160,983
+4,814
15
$3.29M 3.15%
153,247
+5,437
16
$3.16M 3.02%
61,838
-41,676
17
$3.12M 2.98%
146,676
-37,069
18
$2.61M 2.49%
20,473
+13,737
19
$1.94M 1.85%
17,800
+11,844
20
$1.94M 1.85%
+22,202
21
$1.75M 1.67%
166,240
-15,864
22
$1.61M 1.54%
76,250
-33,061
23
$1.45M 1.39%
27,628
+5,927
24
$1.44M 1.38%
67,758
+6,829
25
$1.39M 1.33%
97,044
+7,292
1
2 3