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LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $220M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
+$16.2M
2
+$9.29M
3
+$9.27M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$7.99M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$7.28M

Top Sells

1
+$12.2M
2
+$5.8M
3
+$4.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.83M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.22M

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
– –
-34,056
55
– –
-25,526
56
– –
-7,654
57
– –
-37,284
58
– –
-53,875
59
– –
-3,687
60
– –
-4,920
61
– –
-3,804
62
– –
-4,800
63
– –
-12,695
64
– –
-3,565
65
– –
-4,740
66
– –
-11,759
67
– –
-3,893
68
– –
-11,090
69
– –
-4,442
70
– –
-20,075
71
– –
-3,657
72
– –
-7,740
73
– –
-19,764
74
– –
-16,450
1 2
3