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
$188M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.48M
3
+$892K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$834K
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$557K

Top Sells

1
+$5.57M
2
+$131K
3
+$78.2K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$40K
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$2.5K

Sector Composition

1 Technology 0.91%
2 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.6M 22.68%
531,543
+18,481
2
$23.4M 12.44%
833,505
+31,839
3
$20.3M 10.82%
416,801
+66,813
4
$16.2M 8.63%
751,244
+25,816
5
$15.9M 8.49%
454,572
+4,851
6
$15.6M 8.31%
375,843
+9,094
7
$9.46M 5.04%
290,617
+8,826
8
$8.64M 4.6%
38,200
+64
9
$5.51M 2.94%
107,480
+3,142
10
$4.98M 2.65%
54,601
+1,949
11
$4.66M 2.48%
54,447
-467
12
$4.65M 2.48%
123,399
-2,076
13
$4.6M 2.45%
111,817
+3,089
14
$4.54M 2.42%
37,212
+6,845
15
$3.91M 2.08%
198,821
+11,263
16
$1.7M 0.91%
8,089
17
$452K 0.24%
1,110
18
$429K 0.23%
8,848
-2,705
19
$204K 0.11%
4,337
-53
20
– –
-37,695