LGW
Leslie Global Wealth Portfolio holdings
AUM
$213M
1-Year Est. Return
15.97%
1 Year Est. Return
+15.97%
AUM
$213M
AUM Growth
+$26.1M
(+14%)
Holding
81
Top Buys
| 1 | +$26.5M | |
| 2 | +$6.94M | |
| 3 | +$2.43M | |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.31M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$1.33M |
Top Sells
| 1 | +$8.26M | |
| 2 | +$5.5M | |
| 3 | +$3.64M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$2.99M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.57M |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Communication Services | 1.27% |
| 3 | Real Estate | 1.25% |
| 4 | Financials | 1.2% |
| 5 | Healthcare | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.25B
| – | – |
-23,691
|
|
||
77
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.43B
| – | – |
-21,797
|
|
||
78
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| – | – |
-108,367
|
|
||
79
Revvity
RVTY
$10.9B
| – | – |
-2,195
|
|
||
80
Goldman Sachs
GS
$244B
| – | – |
-832
|
|
||
81
Aon
AON
$73.5B
| – | – |
-718
|
|