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
$165M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.59M
3
+$3.79M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.32M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.81M

Top Sells

1
+$6.31M
2
+$4.6M
3
+$3.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.37M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.38M

Sector Composition

1 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-74,956
1
2