LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $222M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$21.6K

Top Sells

1
+$737K
2
+$264K
3
+$206K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$136K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$135K

Sector Composition

1 Technology 0.93%
2 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
1
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$59M 26.62%
564,911
-7,050
SPYV icon
2
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$30.6M 13.79%
552,646
-2,450
SPTI icon
3
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.6B
$24.9M 11.21%
860,667
-9,120
SPDW icon
4
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.8B
$19.8M 8.92%
462,561
-1,889
SPMB icon
5
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.54B
$19.1M 8.62%
852,291
-9,165
SPSM icon
6
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$18M 8.1%
387,704
-2,585
SPIB icon
7
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$12.8M 5.77%
377,348
-3,986
SPEM icon
8
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$11.2M 5.04%
238,835
-1,390
XLC icon
9
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$5.79M 2.61%
48,878
-475
SLYG icon
10
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.65B
$5.43M 2.45%
57,583
-254
XLF icon
11
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$5.26M 2.37%
97,558
-195
XLV icon
12
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$4.16M 1.88%
29,923
+155
SGOV icon
13
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$3.18M 1.43%
31,569
+6,658
AAPL icon
14
Apple
AAPL
$4.2T
$2.06M 0.93%
8,075
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.09T
$598K 0.27%
1,190