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
$126M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$11.6M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$10.5M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$8.73M

Top Sells

1
+$9.78M
2
+$8.22M
3
+$7.66M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$6.6M
5
MBB icon
iShares MBS ETF
MBB
+$5.9M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 14.96%
+349,954
2
$13.6M 10.77%
+359,125
3
$11.6M 9.2%
+432,596
4
$10.5M 8.31%
+211,382
5
$10M 7.95%
301,624
-294,735
6
$8.73M 6.94%
+247,022
7
$8.59M 6.82%
235,183
-20,436
8
$6.48M 5.15%
62,148
+34,967
9
$5.96M 4.74%
+133,084
10
$5.6M 4.45%
+123,163
11
$5.51M 4.37%
+110,863
12
$4.66M 3.7%
+156,849
13
$4M 3.18%
+58,371
14
$3.96M 3.15%
+39,347
15
$2.9M 2.3%
96,958
+5,938
16
$2.3M 1.83%
+72,659
17
$2M 1.59%
+8,202
18
$321K 0.25%
2,889
-53,058
19
$222K 0.18%
9,022
-63,226
20
$217K 0.17%
+9,692
21
– –
-12,106
22
– –
-3,279
23
– –
-1
24
– –
-1,350
25
– –
-272,183
1
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