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
$126M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$11.6M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$10.5M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$8.73M

Top Sells

1
+$9.78M
2
+$8.22M
3
+$7.66M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$6.6M
5
MBB icon
iShares MBS ETF
MBB
+$5.9M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-107,549
27
– –
-75,132
28
– –
-4,997
29
– –
-6,031
30
– –
-13,021
31
– –
-18,576
32
– –
-217,755
33
– –
-3,788
34
– –
-2,483
35
– –
-3,635
36
– –
-2,105
37
– –
-44,783
38
– –
-78,565
39
– –
-13,392
40
– –
-52,719
41
– –
-13,040
42
– –
-5,136
43
– –
-5,871
44
– –
-45,184
45
– –
-12,155
46
– –
-16,093
47
– –
-7,973
48
– –
-12,043
49
– –
-272,080
50
– –
-35,581
1
2
3