LGW
Leslie Global Wealth Portfolio holdings
AUM
$222M
1-Year Est. Return
18.17%
This Fund
S&P 500
1 Year Est. Return
+18.17%
AUM
$222M
AUM Growth
+$9.05M
(+4.2%)
Holding
80
Top Buys
| 1 | +$4.01M | |
| 2 | +$1.33M | |
| 3 | +$1.16M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.15M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.09M |
Top Sells
| 1 | +$2.11M | |
| 2 | +$1.59M | |
| 3 | +$1.33M | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$1.32M |
| 5 |
State Street Ultra Short Term Bond ETF
ULST
|
+$302K |
Sector Composition
| 1 | Technology | 6.8% |
| 2 | Financials | 1.59% |
| 3 | Healthcare | 1.22% |
| 4 | Communication Services | 1.2% |
| 5 | Real Estate | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Netflix
NFLX
$400B
| – | – |
-2,040
|
|
||
|
77
State Street Ultra Short Term Bond ETF
ULST
$628M
| – | – |
-7,413
|
|
||
|
78
State Street Communication Services Select Sector SPDR ETF
XLC
$25.1B
| – | – |
-11,129
|
|
||
79
State Street Financial Select Sector SPDR ETF
XLF
$45.6B
| – | – |
-29,603
|
|
||
80
State Street Health Care Select Sector SPDR ETF
XLV
$38.6B
| – | – |
-9,571
|
|