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
$149M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.32M
3
+$1.93M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$856K
5
QINT icon
American Century Quality Diversified International ETF
QINT
+$856K

Top Sells

1
+$4.38M
2
+$3.4M
3
+$3.24M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.37M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$738K

Sector Composition

1 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 11.68%
471,141
-19,954
2
$14.8M 9.92%
291,775
+4,584
3
$12.1M 8.09%
310,347
-12,399
4
$10.9M 7.3%
80,139
+14,180
5
$10.3M 6.91%
347,227
-46,017
6
$10.1M 6.79%
158,355
-5,205
7
$7.99M 5.36%
64,172
-26,021
8
$6.64M 4.46%
155,775
+1,072
9
$6.48M 4.35%
137,105
-849
10
$6.48M 4.34%
203,493
+879
11
$6.46M 4.33%
289,294
+502
12
$5.31M 3.56%
244,772
-2,178
13
$5.09M 3.41%
119,746
+20,135
14
$5.02M 3.37%
177,740
+2,077
15
$4.77M 3.2%
+189,663
16
$4.64M 3.11%
53,042
-5,771
17
$4.4M 2.95%
102,382
-3,895
18
$3.64M 2.44%
110,480
-2,761
19
$3.32M 2.23%
+97,165
20
$856K 0.57%
+21,473
21
$650K 0.44%
+21,450
22
$576K 0.39%
+13,535
23
$297K 0.2%
963
24
$243K 0.16%
+3,118
25
$228K 0.15%
+5,999
1
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