LWL

Leo Wealth LLC Portfolio holdings

AUM $771M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.05%
2,294
+20
227
$449K 0.05%
11,887
+1,122
228
$447K 0.05%
7,750
+16
229
$444K 0.05%
5,688
+1
230
$437K 0.04%
3,329
-84
231
$436K 0.04%
10,386
-95
232
$434K 0.04%
2,854
+31
233
$432K 0.04%
11,928
234
$420K 0.04%
4,929
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235
$404K 0.04%
870
-22
236
$395K 0.04%
2,970
+35
237
$392K 0.04%
4,278
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238
$387K 0.04%
1,579
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239
$385K 0.04%
2,830
+360
240
$383K 0.04%
1,331
-229
241
$381K 0.04%
83,455
242
$376K 0.04%
3,896
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243
$376K 0.04%
10,490
244
$370K 0.04%
2,496
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245
$366K 0.04%
2,232
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246
$362K 0.04%
1,229
+106
247
$359K 0.04%
3,571
+490
248
$358K 0.04%
1,950
-83
249
$357K 0.04%
4,685
-261
250
$355K 0.04%
8,529
-291
8 9
10
11 12