LWL

Leo Wealth LLC Portfolio holdings

AUM $1.29B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$395K 0.04%
+1,560
227
$390K 0.04%
+9,047
228
$382K 0.04%
+2,547
229
$380K 0.04%
+4,190
230
$379K 0.04%
+7,734
231
$373K 0.04%
+10,765
232
$373K 0.04%
+892
233
$372K 0.04%
+1,340
234
$368K 0.04%
+1,818
235
$367K 0.04%
+7,832
236
$366K 0.04%
+2,033
237
$366K 0.04%
+83,455
238
$365K 0.04%
+4,946
239
$364K 0.04%
+3,872
240
$362K 0.04%
+54,848
241
$357K 0.04%
+2,290
242
$357K 0.04%
+10,490
243
$355K 0.04%
+2,342
244
$352K 0.04%
+6,950
245
$350K 0.04%
+3,880
246
$349K 0.04%
+2,935
247
$348K 0.04%
+4,495
248
$347K 0.04%
+2,233
249
$344K 0.04%
+8,820
250
$340K 0.04%
+2,195
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