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
$110M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$5.97M
3
+$4.84M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.87M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.7M

Top Sells

1
+$2.94M
2
+$2.83M
3
+$2.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.54M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.49M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.27%
+7,757
52
$299K 0.27%
3,565
-949
53
$289K 0.26%
4,920
-3,266
54
$283K 0.26%
+3,893
55
$277K 0.25%
4,442
-717
56
$260K 0.24%
+8,342
57
$251K 0.23%
+8,484
58
$246K 0.22%
11,090
-2,530
59
$238K 0.22%
7,740
-1,641
60
$236K 0.21%
7,654
-490
61
$224K 0.2%
4,800
-1,405
62
$218K 0.2%
+6,008
63
$205K 0.19%
+3,804
64
$201K 0.18%
+2,195
65
– –
-20,159
66
– –
-7,634
67
– –
-11,169
68
– –
-10,127
69
– –
-76,250
1 2
3