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
$103M
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.81M
3
+$7.75M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$7.66M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$6.41M

Top Sells

1
+$12.7M
2
+$5.91M
3
+$4.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.24M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.61M

Sector Composition

1 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$629K 0.61%
8,888
-36,930
27
$605K 0.58%
44,783
-30,596
28
$593K 0.57%
28,068
-64,632
29
$573K 0.55%
5,737
-19,072
30
$496K 0.48%
5,871
-30,297
31
$495K 0.48%
12,155
-32,996
32
$485K 0.47%
7,007
-17,790
33
$465K 0.45%
6,031
-22,336
34
$452K 0.44%
45,184
-78,280
35
$449K 0.43%
3,635
-12,853
36
$426K 0.41%
13,392
-57,284
37
$399K 0.39%
7,973
-25,748
38
$395K 0.38%
+12,043
39
$386K 0.37%
3,269
-12,408
40
$361K 0.35%
8,449
-26,929
41
$349K 0.34%
3,279
-7,293
42
$347K 0.34%
16,530
-72,885
43
$317K 0.31%
1,924
-8,697
44
$278K 0.27%
3,127
-2,625
45
$275K 0.27%
4,420
-27,073
46
$272K 0.26%
+1
47
$263K 0.25%
3,788
-4,928
48
$263K 0.25%
13,040
-5,550
49
$247K 0.24%
+1,350
50
$243K 0.23%
4,997
-12,735
1
2
3