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
$154M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.23M
3
+$4.88M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.6M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.5M

Top Sells

1
+$12.4M
2
+$7.75M
3
+$4.63M
4
GOEX icon
Global X Gold Explorers ETF NEW
GOEX
+$3.57M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.11M

Sector Composition

1 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 13.61%
427,454
+99,302
2
$17.2M 11.16%
408,041
+261,120
3
$12.8M 8.3%
227,418
+13,199
4
$10.4M 6.74%
78,356
+5,322
5
$9.16M 5.93%
285,705
+15,569
6
$8.64M 5.59%
179,240
+675
7
$8.06M 5.22%
182,742
-17,214
8
$8M 5.18%
308,522
-18,533
9
$7.34M 4.75%
202,386
+3,602
10
$6.81M 4.41%
132,973
-151,456
11
$6.32M 4.09%
64,239
-1,347
12
$5.23M 3.38%
+153,573
13
$4.96M 3.21%
121,805
+6,749
14
$4.6M 2.98%
+74,956
15
$4.36M 2.82%
13,660
+1,666
16
$4.05M 2.62%
55,266
+4,445
17
$3.65M 2.36%
63,820
+6,567
18
$3.5M 2.26%
+44,362
19
$3.37M 2.18%
28,901
-26,630
20
$3.2M 2.07%
+65,311
21
$1.04M 0.67%
7,900
+1,126
22
$451K 0.29%
7,755
-79,590
23
$242K 0.16%
946
+16
24
– –
-102,098
25
– –
-294,523