LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $222M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.71M
3
+$1.61M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.56M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.5M

Top Sells

1
+$7.98M
2
+$2.43M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.22M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.87M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$227K 0.21%
3,545
-1,025
27
– –
-3,443
28
– –
-16,521
29
– –
-13,785
30
– –
-13,310
1
2