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
$162M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$6.64M
3 +$6.46M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.55M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.77M

Sector Composition

1 Technology 0.82%
2 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-9,030
27
-189,663
28
-158,355
29
-289,294