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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 | |
|---|---|---|---|---|---|---|
76
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
| $213K | 0.11% |
+4,205
|
|
||
77
Shell
SHEL
$218B
| $207K | 0.11% |
+2,231
|
|
||
78
Lam Research
LRCX
$487B
| $207K | 0.11% |
+971
|
|
||
79
Caterpillar
CAT
$454B
| $205K | 0.11% |
+289
|
|
||
80
Janus Henderson AAA CLO ETF
JAAA
$28.1B
| – | – |
-544,992
|
|
||
81
JPMorgan Municipal ETF
JMUB
$7.86B
| – | – |
-11,005
|
|
||
82
Palantir
PLTR
$308B
| – | – |
-1,257
|
|
||
83
Uber
UBER
$146B
| – | – |
-3,255
|
|