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
$148M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$742K
3
+$634K
4
GOEX icon
Global X Gold Explorers ETF NEW
GOEX
+$599K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$599K

Top Sells

1
+$1.67M
2
+$1.27M
3
+$823K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$492K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$469K

Sector Composition

1 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 10.34%
284,429
-31,157
2
$15.1M 10.25%
328,152
+11,441
3
$12.4M 8.4%
294,523
+18,385
4
$11.8M 8.03%
214,219
+11,467
5
$9.51M 6.44%
73,034
+5,697
6
$8.93M 6.05%
270,136
-14,892
7
$8.8M 5.96%
178,565
-16,698
8
$8.64M 5.86%
327,055
-48,164
9
$7.95M 5.39%
199,956
+10,103
10
$7.39M 5.01%
198,784
-12,621
11
$6.3M 4.27%
55,531
+5,278
12
$5.81M 3.94%
65,586
+3,776
13
$5.26M 3.57%
146,921
+7,950
14
$4.9M 3.32%
87,345
+3,021
15
$4.56M 3.09%
115,056
+11,212
16
$3.75M 2.54%
11,994
+1,511
17
$3.57M 2.42%
102,098
+17,119
18
$3.41M 2.31%
50,821
+7,591
19
$3.07M 2.08%
57,253
+7,475
20
$856K 0.58%
6,774
+1,485
21
$215K 0.15%
+930