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
$105M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,979
52
-8,929
53
-25,840