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
$135M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.49M
3
+$2.56M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.15M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.13M

Top Sells

1
+$3.6M
2
+$1.85M
3
+$1.73M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.53M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.43M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 12.61%
315,586
-34,368
2
$12.9M 9.61%
316,711
-42,414
3
$10.7M 7.92%
276,138
+29,116
4
$10.2M 7.55%
202,752
+69,668
5
$9.99M 7.42%
375,219
-57,377
6
$9.62M 7.14%
195,263
-16,119
7
$9.47M 7.03%
285,028
-16,596
8
$7.86M 5.83%
67,337
+5,189
9
$7.77M 5.77%
211,405
-23,778
10
$5.87M 4.36%
189,853
+33,004
11
$5.3M 3.93%
50,253
+10,906
12
$4.75M 3.53%
61,810
+3,439
13
$4.53M 3.36%
84,324
-26,539
14
$3.8M 2.82%
+138,971
15
$3.49M 2.59%
103,844
+6,886
16
$2.97M 2.2%
84,979
+12,320
17
$2.91M 2.16%
10,483
+2,281
18
$2.56M 1.9%
+43,230
19
$2.44M 1.82%
49,778
-73,385
20
$578K 0.43%
+5,289
21
– –
-2,889
22
– –
-9,022
23
– –
-9,692