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
$696M
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.72M
3
+$3.88M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.71M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$2.02M

Top Sells

1
+$30.8M
2
+$26M
3
+$21.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.4M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.6M

Sector Composition

1 Healthcare 12.69%
2 Technology 12.46%
3 Consumer Discretionary 4.78%
4 Financials 4.59%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$284K 0.04%
+1,942
227
$282K 0.04%
3,721
228
$279K 0.04%
3,369
+311
229
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230
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231
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+2,282
232
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1,078
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233
$263K 0.04%
8,631
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234
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236
$257K 0.04%
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237
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238
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239
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-2,730
240
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244
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246
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2,148
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248
$218K 0.03%
6,977
-15,114
249
$217K 0.03%
939
-1,175
250
$217K 0.03%
3,059
-310
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10
11 12