LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$5.26M
2
+$3.88M
3
+$2.87M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.7M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.32M

Top Sells

1
+$45.1M
2
+$3.07M
3
+$2.58M
4
CCI icon
Crown Castle
CCI
+$1.42M
5
ABBV icon
AbbVie
ABBV
+$1.33M

Sector Composition

1 Healthcare 11.3%
2 Technology 7.44%
3 Financials 6.77%
4 Consumer Discretionary 3.84%
5 Consumer Staples 2.42%
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
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+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
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1,331
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241
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242
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243
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244
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2,496
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245
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246
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1,229
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247
$359K 0.04%
3,571
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248
$358K 0.04%
1,950
-83
249
$357K 0.04%
4,685
-261
250
$355K 0.04%
8,529
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8 9
10
11 12