LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $222M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$7.03M
3
+$6.67M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.27M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.25M

Top Sells

1
+$10.1M
2
+$6.64M
3
+$6.46M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.55M
5
SPAB icon
State Street 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 Change
in Stake 		Capital Flow
26
– –
-9,030
27
– –
-189,663
28
– –
-289,294
29
– –
-158,355
1
2