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
$103M
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.81M
3
+$7.75M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$7.66M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$6.41M

Top Sells

1
+$12.7M
2
+$5.91M
3
+$4.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.24M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.61M

Sector Composition

1 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.23%
+2,105
52
$206K 0.2%
5,136
-2,266
53
$201K 0.19%
8,263
-10,363
54
– –
-3,565
55
– –
-4,740
56
– –
-11,759
57
– –
-3,893
58
– –
-34,056
59
– –
-7,740
60
– –
-19,764
61
– –
-16,450
62
– –
-37,284
63
– –
-53,875
64
– –
-3,687
65
– –
-4,920
66
– –
-3,804
67
– –
-4,800
68
– –
-12,695
69
– –
-25,526
70
– –
-7,654
71
– –
-11,090
72
– –
-4,442
73
– –
-20,075
74
– –
-3,657
1 2
3