LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
This Quarter Return
+5.5%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
Cap. Flow
+$1.93M
Cap. Flow %
1.17%
Top 10 Hldgs %
68.65%
Holding
26
New
3
Increased
10
Reduced
8
Closed
4

Top Buys

1
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$7.79M
2
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$4.59M
3
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
$3.79M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
$3.32M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.81M

Top Sells

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$6.31M
2
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
$4.6M
3
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$3.9M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
$3.37M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$1.38M

Sector Composition

1 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
XLV icon
26
Health Care Select Sector SPDR Fund
XLV
$33.9B
– –
-28,901
Closed -$3.37M
1
2