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
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$894K
3
+$532K
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$413K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$350K

Top Sells

1
+$2.05M
2
+$1.65M
3
+$431K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$299K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$83K

Sector Composition

1 Technology 0.96%
2 Financials 0.23%
3 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.3M 18.09%
494,463
-5,049
2
$20.9M 12.92%
760,277
+19,308
3
$19.3M 11.92%
468,243
-10,451
4
$17.2M 10.59%
553,118
+28,825
5
$14.4M 8.87%
690,840
+19,844
6
$10.4M 6.39%
280,553
+9,493
7
$8.5M 5.24%
270,111
+2,065
8
$6.98M 4.31%
42,589
+579
9
$4.84M 2.99%
37,621
+488
10
$4.82M 2.97%
109,961
+1,692
11
$4.16M 2.57%
+46,069
12
$4.05M 2.5%
39,984
-20,229
13
$4.04M 2.49%
120,412
+4,163
14
$3.93M 2.43%
118,544
-2,501
15
$3.51M 2.17%
320,588
+13,611
16
$3.33M 2.06%
79,343
+4,798
17
$1.39M 0.86%
8,106
18
$375K 0.23%
1,070
+20
19
$289K 0.18%
6,748
20
$204K 0.13%
+2,523
21
$160K 0.1%
+15,000
22
– –
-30,226