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
1
$14.3M 13.04%
217,407
+143,854
2
$7.15M 6.51%
108,965
+29,842
3
$7.15M 6.51%
134,418
+39,532
4
$5.97M 5.43%
+102,934
5
$4.84M 4.41%
+14,980
6
$4.18M 3.81%
36,168
+33,472
7
$3.73M 3.4%
45,818
-16,946
8
$3.02M 2.75%
53,323
-46,129
9
$2.85M 2.59%
45,406
-45,177
10
$2.7M 2.45%
+87,162
11
$2.66M 2.42%
70,676
-78,149
12
$2.52M 2.3%
+24,977
13
$2.5M 2.27%
24,809
-24,714
14
$2.5M 2.27%
28,367
+6,165
15
$2.3M 2.09%
24,797
-24,554
16
$2.11M 1.92%
16,488
-3,985
17
$2.1M 1.91%
45,151
-40,933
18
$2.09M 1.9%
35,378
-37,498
19
$1.99M 1.82%
92,700
-60,547
20
$1.92M 1.74%
31,493
-41,780
21
$1.9M 1.73%
89,415
-71,568
22
$1.83M 1.66%
15,677
-19,417
23
$1.72M 1.57%
33,721
-28,117
24
$1.44M 1.31%
+10,621
25
$1.43M 1.31%
123,464
-42,776
1
2 3