LGW

Leslie Global Wealth Portfolio holdings

AUM $213M
1-Year Est. Return 15.97%
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.83M
3
+$2.56M
4
AAPL icon
Apple
AAPL
+$1.22M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.21M

Top Sells

1
+$1.18M
2
+$882K
3
+$339K
4
WTV icon
WisdomTree US Value Fund
WTV
+$261K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$255K

Sector Composition

1 Technology 5.27%
2 Real Estate 4.07%
3 Financials 1.18%
4 Communication Services 0.91%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.62%
53,156
+12,684
27
$1.28M 0.62%
9,421
+223
28
$1.2M 0.58%
2,791
+338
29
$1.17M 0.57%
12,927
+600
30
$1.15M 0.56%
6,159
+1,031
31
$1.06M 0.51%
6,201
+1,981
32
$912K 0.44%
10,352
+147
33
$723K 0.35%
1,263
+98
34
$699K 0.34%
14,712
+3,936
35
$641K 0.31%
3,245
+85
36
$609K 0.3%
7,208
+4,353
37
$570K 0.28%
+14,356
38
$547K 0.27%
676
+153
39
$514K 0.25%
+7,555
40
$495K 0.24%
7,943
+2,870
41
$428K 0.21%
929
+19
42
$422K 0.21%
+4,678
43
$414K 0.2%
+2,401
44
$414K 0.2%
4,770
-500
45
$414K 0.2%
2,003
+145
46
$404K 0.2%
+816
47
$404K 0.2%
8,992
+3,953
48
$383K 0.19%
2,291
+554
49
$375K 0.18%
3,198
+423
50
$365K 0.18%
+2,099
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