LFPWM
Leicht Financial Planning & Wealth Management Portfolio holdings
AUM
$211M
This Quarter Return
-12.13%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(-12%)
Cap. Flow
-$520K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
26
New
3
Increased
9
Reduced
9
Closed
4
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$4.24M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.03M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$3.82M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.72M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.36M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$6.91M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$6.04M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$3.94M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.79M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.07M |
Sector Composition
| 1 | Financials | 0.18% |
| 2 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Industrial Select Sector SPDR Fund
XLI
$23.3B
| – | – |
-67,137
| Closed | -$6.91M |
|