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
$126M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$11.6M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$10.5M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$8.73M

Top Sells

1
+$9.78M
2
+$8.22M
3
+$7.66M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$6.6M
5
MBB icon
iShares MBS ETF
MBB
+$5.9M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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