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
$110M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$5.97M
3
+$4.84M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.87M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.7M

Top Sells

1
+$2.94M
2
+$2.83M
3
+$2.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.54M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.49M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.28%
+14,479
27
$1.28M 1.17%
+25,526
28
$1.2M 1.09%
+34,056
29
$1.15M 1.04%
53,875
-92,801
30
$1.14M 1.04%
10,572
-7,228
31
$1.08M 0.99%
75,379
-21,665
32
$1.06M 0.97%
19,764
-7,864
33
$977K 0.89%
+27,660
34
$931K 0.85%
+8,612
35
$903K 0.82%
17,732
+7,074
36
$842K 0.77%
8,716
-3,376
37
$795K 0.72%
37,284
-30,474
38
$712K 0.65%
20,075
-8,060
39
$689K 0.63%
5,752
-1,119
40
$620K 0.56%
+24,829
41
$595K 0.54%
+18,626
42
$593K 0.54%
11,759
-9,620
43
$523K 0.48%
12,695
-6,250
44
$514K 0.47%
+13,592
45
$513K 0.47%
7,402
-1,679
46
$471K 0.43%
18,590
-3,880
47
$381K 0.35%
4,740
-2,976
48
$353K 0.32%
3,687
-2,082
49
$353K 0.32%
16,450
+30
50
$328K 0.3%
3,657
-3,099
1
2
3