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LGW
Leslie Global Wealth Portfolio holdings
AUM
$190M
1-Year Est. Return
19.48%
This Fund
S&P 500
1 Year Est. Return
+19.48%
AUM
$190M
AUM Growth
-$32.5M
(-15%)
Holding
83
Top Buys
| 1 | +$2.13M | |
| 2 | +$2.01M | |
| 3 | +$956K | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$669K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$260K |
Top Sells
| 1 | +$27.6M | |
| 2 | +$1.43M | |
| 3 | +$1.4M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$933K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$558K |
Sector Composition
| 1 | Technology | 7.38% |
| 2 | Financials | 1.77% |
| 3 | Industrials | 1.5% |
| 4 | Communication Services | 1.46% |
| 5 | Real Estate | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$198B
| $338K | 0.18% |
1,088
+25
|
|
||
52
RTX Corp
RTX
$250B
| $332K | 0.18% |
1,721
+14
|
|
||
53
Mastercard
MA
$433B
| $332K | 0.17% |
664
-6
|
|
||
54
Southern Company
SO
$105B
| $329K | 0.17% |
3,407
+172
|
|
||
55
Chevron
CVX
$346B
| $328K | 0.17% |
1,587
-40
|
|
||
56
Canadian Pacific Kansas City
CP
$76.4B
| $326K | 0.17% |
4,140
+28
|
|
||
57
Micron Technology
MU
$1.28T
| $321K | 0.17% |
949
+19
|
|
||
58
Merck
MRK
$281B
| $290K | 0.15% |
2,410
-171
|
|
||
59
GE Vernova
GEV
$298B
| $271K | 0.14% |
+311
|
|
||
60
American Electric Power
AEP
$69.5B
| $270K | 0.14% |
+2,060
|
|
||
61
Cummins
CMI
$98.9B
| $269K | 0.14% |
500
-60
|
|
||
62
GE Aerospace
GE
$373B
| $268K | 0.14% |
945
+1
|
|
||
63
Abbott
ABT
$154B
| $264K | 0.14% |
2,574
-230
|
|
||
64
IBM
IBM
$234B
| $256K | 0.13% |
1,056
+19
|
|
||
65
Applied Materials
AMAT
$490B
| $253K | 0.13% |
+740
|
|
||
66
Allstate
ALL
$56.9B
| $237K | 0.12% |
1,142
+5
|
|
||
67
Aon
AON
$67.9B
| $234K | 0.12% |
724
+1
|
|
||
68
Nice
NICE
$4.96B
| $231K | 0.12% |
2,099
|
|
||
69
Visa
V
$622B
| $229K | 0.12% |
757
+14
|
|
||
70
Costco
COST
$422B
| $226K | 0.12% |
+227
|
|
||
71
AT&T
T
$153B
| $225K | 0.12% |
+7,762
|
|
||
72
Hubbell
HUBB
$27.7B
| $222K | 0.12% |
453
|
|
||
73
Invesco S&P 500 Equal Weight ETF
RSP
$91.1B
| $221K | 0.12% |
1,154
+26
|
|
||
74
Advanced Micro Devices
AMD
$876B
| $217K | 0.11% |
1,067
+55
|
|
||
75
Newmont
NEM
$111B
| $216K | 0.11% |
+1,996
|
|