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LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $220M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
+$18.6M
2
+$12.8M
3
+$11.6M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$10.4M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$8.36M

Top Sells

1
+$9.76M
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
+$5.87M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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31
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32
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33
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34
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35
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36
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42
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