LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.29B
1-Year Return
19.99%
This Quarter Return
+7.48%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.09B
AUM Growth
+$114M
(+12%)
Cap. Flow
+$46.6M
Cap. Flow
% of AUM
4.25%
Top 10 Holdings %
Top 10 Hldgs %
40.91%
Holding
371
New
39
Increased
158
Reduced
120
Closed
23
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.9M |
| 2 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$8.08M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$7.16M |
| 4 |
Microsoft
MSFT
|
$3.15M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.11M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.49M |
| 2 |
Blackrock
BLK
|
$3.57M |
| 3 |
Amazon
AMZN
|
$2.5M |
| 4 |
WIRE
Encore Wire Corp
WIRE
|
$2.32M |
| 5 |
Affirm
AFRM
|
$1.58M |
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Healthcare | 10.34% |
| 3 | Consumer Discretionary | 4.15% |
| 4 | Financials | 3.33% |
| 5 | Communication Services | 2.49% |
