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
$199M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$878K
3
+$543K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$336K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$192K

Top Sells

1
+$4.98M
2
+$265K
3
+$228K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$165K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$7.72K

Sector Composition

1 Technology 0.97%
2 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.3M 22.29%
533,858
+2,315
2
$24.1M 12.11%
827,843
-5,662
3
$22.9M 11.53%
433,405
+16,604
4
$17.6M 8.87%
469,025
+14,453
5
$17.1M 8.63%
376,562
+719
6
$16.7M 8.39%
739,460
-11,784
7
$9.81M 4.94%
291,099
+482
8
$8.96M 4.51%
39,688
+1,488
9
$6.02M 3.03%
110,113
+2,633
10
$5.21M 2.62%
126,216
+2,817
11
$5.03M 2.53%
37,155
-57
12
$4.97M 2.5%
54,988
+541
13
$4.84M 2.44%
106,785
-5,032
14
$4.17M 2.1%
200,712
+1,891
15
$3.8M 1.91%
+24,689
16
$1.93M 0.97%
8,291
+202
17
$521K 0.26%
1,132
+22
18
$457K 0.23%
8,848
19
$229K 0.12%
4,337
20
– –
-54,601