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
$191M
AUM Growth
-$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.37M
3
+$1.24M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$886K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$521K

Top Sells

1
+$5.96M
2
+$650K
3
+$533K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$424K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$110K

Sector Composition

1 Technology 0.94%
2 Financials 0.32%
3 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
1
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.7B
$43.5M 22.76%
541,484
+17,005
SPTI icon
2
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
$25M 13.1%
876,252
+43,289
SPYV icon
3
SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
$22.5M 11.75%
439,954
+7,699
SPDW icon
4
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$18M 9.41%
494,272
+14,319
SPMB icon
5
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.46B
$17.4M 9.08%
787,344
+40,180
SPSM icon
6
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$15.7M 8.21%
384,956
+7,531
SPIB icon
7
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$10.1M 5.29%
304,095
+10,440
XLK icon
8
Technology Select Sector SPDR Fund
XLK
$95.1B
$7.53M 3.94%
36,492
-2,583
SPEM icon
9
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$4.88M 2.55%
123,991
-1,421
XLF icon
10
Financial Select Sector SPDR Fund
XLF
$54.2B
$4.82M 2.52%
96,838
-8,514
XLI icon
11
Industrial Select Sector SPDR Fund
XLI
$23.7B
$4.7M 2.46%
35,892
-838
XLC icon
12
The Communication Services Select Sector SPDR Fund
XLC
$27.7B
$4.56M 2.38%
47,236
-6,740
PFFD icon
13
Global X US Preferred ETF
PFFD
$2.35B
$4.05M 2.12%
212,644
+12,879
XLV icon
14
Health Care Select Sector SPDR Fund
XLV
$35.6B
$4M 2.09%
27,401
+2,253
AAPL icon
15
Apple
AAPL
$3.92T
$1.79M 0.94%
8,075
-202
SGOV icon
16
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$1.59M 0.83%
+15,768
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$604K 0.32%
1,135
+3
LCID icon
18
Lucid Motors
LCID
$6.14B
$484K 0.25%
+20,000
SPMD icon
19
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
– –
-108,945