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
$195M
AUM Growth
-$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$166K
3
+$143K
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$83.7K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$63.1K

Top Sells

1
+$824K
2
+$457K
3
+$229K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$143K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$98K

Sector Composition

1 Technology 1.06%
2 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.1M 23.59%
524,479
-9,379
2
$23.2M 11.88%
832,963
+5,120
3
$22.1M 11.31%
432,255
-1,150
4
$17M 8.67%
377,425
+863
5
$16.4M 8.38%
479,953
+10,928
6
$16.1M 8.24%
747,164
+7,704
7
$9.62M 4.92%
293,655
+2,556
8
$9.09M 4.65%
39,075
-613
9
$5.96M 3.05%
108,945
-1,168
10
$5.23M 2.67%
53,976
-1,012
11
$5.09M 2.61%
105,352
-1,433
12
$4.84M 2.48%
36,730
-425
13
$4.81M 2.46%
125,412
-804
14
$3.9M 1.99%
199,765
-947
15
$3.46M 1.77%
25,148
+459
16
$2.07M 1.06%
8,277
-14
17
$513K 0.26%
1,132
18
– –
-4,337
19
– –
-8,848