LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
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 Sells

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