LGW

Leslie Global Wealth Portfolio holdings

AUM $222M
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.48M
3
+$5.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.26M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.32M

Top Sells

1
+$7.72M
2
+$5.12M
3
+$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.05M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.05M

Sector Composition

1 Technology 5.07%
2 Financials 1.32%
3 Real Estate 1.1%
4 Consumer Discretionary 0.97%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,943
77
– –
-3,451
78
– –
-1,553
79
– –
-397
1 2 3
4