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
$175M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.63M
3
+$910K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$406K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$355K

Top Sells

1
+$3.71M
2
+$3.54M
3
+$199K
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$165K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$56.6K

Sector Composition

1 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 11.86%
355,609
-60,608
2
$20.2M 11.5%
451,031
-4,460
3
$17.3M 9.85%
99,279
+2,337
4
$17.2M 9.83%
237,787
+4,904
5
$12.5M 7.13%
342,314
+7,851
6
$8.68M 4.95%
222,150
+67,238
7
$8.15M 4.65%
104,966
+48,633
8
$7.77M 4.43%
150,393
-3,187
9
$7.62M 4.34%
160,860
-83
10
$7.6M 4.34%
210,318
+252
11
$7.48M 4.27%
294,865
+35,841
12
$7.17M 4.09%
67,713
+2,048
13
$5.89M 3.36%
183,848
-115,638
14
$5.43M 3.1%
13,659
+259
15
$5.09M 2.9%
100,387
+2,240
16
$4.5M 2.57%
68,371
+2,198
17
$4.19M 2.39%
46,286
+841
18
$4.06M 2.32%
97,942
+1,266
19
$3.41M 1.95%
74,715
-1,241
20
$286K 0.16%
955