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

Top Buys

1
+$7.57M
2
+$4.08M
3
+$3.56M
4
QINT icon
American Century Quality Diversified International ETF
QINT
+$581K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$544K

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
State Street 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
1
2