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
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.03M
3
+$3.82M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.72M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.36M

Top Sells

1
+$6.91M
2
+$6.04M
3
+$3.94M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.79M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.07M

Sector Composition

1 Financials 0.18%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 11.39%
467,765
+4,334
2
$13.6M 9.24%
261,038
+21,008
3
$11.2M 7.56%
87,841
+4,016
4
$10.5M 7.13%
169,945
+54,176
5
$10.5M 7.1%
363,799
+885
6
$8.71M 5.9%
67,908
+33,092
7
$7.92M 5.36%
187,667
-1,132
8
$6.94M 4.7%
155,309
-1,751
9
$6.87M 4.65%
210,382
-3,967
10
$6.47M 4.38%
288,116
+1,684
11
$6.41M 4.34%
137,875
+2,062
12
$5.82M 3.94%
185,180
-33,978
13
$5.79M 3.92%
253,435
-3,934
14
$5.37M 3.63%
182,188
-4,248
15
$4.18M 2.83%
101,492
-2,337
16
$4.03M 2.73%
+109,511
17
$3.82M 2.59%
+53,441
18
$3.8M 2.57%
109,246
+837
19
$3.74M 2.53%
65,218
-1,017
20
$3.72M 2.52%
+91,147
21
$1.19M 0.8%
4,243
-9,941
22
$263K 0.18%
963
23
– –
-1,250
24
– –
-44,690
25
– –
-87,875
1
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