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
$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
1
$19.8M 19.1%
596,359
+509,197
2
$8.69M 8.4%
255,619
+227,959
3
$8.22M 7.95%
272,080
+258,488
4
$7.66M 7.4%
+272,183
5
$6.6M 6.38%
217,755
+211,747
6
$6.19M 5.99%
55,947
+47,335
7
$4.33M 4.18%
+75,132
8
$4.29M 4.15%
52,719
+27,742
9
$3.49M 3.37%
64,540
-44,425
10
$2.95M 2.85%
+107,549
11
$2.63M 2.55%
37,340
-180,067
12
$2.23M 2.15%
91,020
+82,678
13
$2.19M 2.11%
27,181
+24,986
14
$1.88M 1.81%
78,565
+70,081
15
$1.68M 1.62%
35,581
+27,824
16
$1.64M 1.59%
72,248
+47,419
17
$1.41M 1.37%
25,941
-108,477
18
$1.14M 1.1%
16,093
+1,614
19
$1.08M 1.05%
+20,429
20
$1.02M 0.99%
18,576
-84,358
21
$828K 0.8%
+27,084
22
$802K 0.78%
+3,112
23
$708K 0.68%
13,021
-32,385
24
$681K 0.66%
12,106
-41,217
25
$643K 0.62%
2,483
-12,497
1
2 3