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
$149M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$219K 0.15%
+9,030
27
$209K 0.14%
+4,589
28
-108,896
29
-94,447