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
$148M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.03M
3
+$3.82M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.72M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.36M

Top Sells

1
+$6.91M
2
+$6.04M
3
+$3.94M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.79M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.07M

Sector Composition

1 Financials 0.18%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-67,137
1
2