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
$174M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$4.79M
2 +$3.63M
3 +$3.51M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$3.33M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.16M

Sector Composition

1 Technology 0.89%
2 Financials 0.22%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-15,000