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
$162M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$7.03M
3
+$6.67M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.27M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.25M

Top Sells

1
+$10.1M
2
+$6.64M
3
+$6.46M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.55M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.77M

Sector Composition

1 Technology 0.82%
2 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 12.11%
482,952
+172,605
2
$18.9M 11.66%
501,355
+30,214
3
$18.7M 11.52%
646,739
+468,999
4
$18.7M 11.52%
337,968
+46,193
5
$17.4M 10.71%
541,657
+194,430
6
$12.1M 7.45%
545,597
+300,825
7
$10.2M 6.29%
314,342
+110,849
8
$7.11M 4.38%
47,110
-17,062
9
$7.08M 4.36%
140,469
+3,364
10
$6.27M 3.86%
+62,010
11
$5.43M 3.34%
123,535
+3,789
12
$4.93M 3.03%
59,487
+6,445
13
$4.82M 2.97%
37,270
-42,869
14
$4.01M 2.47%
117,360
+6,880
15
$3.95M 2.43%
122,778
+25,613
16
$1.34M 0.82%
+8,106
17
$544K 0.33%
12,460
-9,013
18
$354K 0.22%
8,180
-5,355
19
$326K 0.2%
10,790
-10,660
20
$324K 0.2%
1,050
+87
21
$207K 0.13%
2,721
-397
22
– –
-155,775
23
– –
-4,589
24
– –
-5,999
25
– –
-102,382
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