LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
This Quarter Return
+4.69%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
Cap. Flow
+$8.24M
Cap. Flow %
5.07%
Top 10 Hldgs %
83.86%
Holding
29
New
2
Increased
13
Reduced
6
Closed
8

Top Buys

1
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$13.6M
2
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.03M
3
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.67M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
$6.27M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$6.25M

Top Sells

1
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
$10.1M
2
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$6.64M
3
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
$6.46M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
$5.55M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$4.77M

Sector Composition

1 Technology 0.82%
2 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
OMFL icon
26
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.98B
– –
-102,382
Closed -$4.4M
RSPT icon
27
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.72B
– –
-903
Closed -$219K
SPAB icon
28
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
– –
-189,663
Closed -$4.77M
SPLV icon
29
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
– –
-158,355
Closed -$10.1M
1
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