We are live on ! Find out more
LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.29M
3
+$1.18M
4
CMCSA icon
Comcast
CMCSA
+$1.15M
5
GSK icon
GSK
GSK
+$1.13M

Top Sells

1
+$37.4M
2
+$34.3M
3
+$26.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M

Sector Composition

1 Financials 12.83%
2 Technology 7.32%
3 Healthcare 7.14%
4 Consumer Discretionary 4.79%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$318K 0.04%
5,107
+500
227
$307K 0.04%
+12,000
228
$302K 0.04%
1,816
-1,786
229
$302K 0.04%
3,387
230
$301K 0.04%
+2,913
231
$298K 0.04%
4,171
232
$294K 0.04%
1,979
-41
233
$293K 0.04%
10,000
-172
234
$293K 0.04%
2,254
-87
235
$292K 0.04%
1,651
-469
236
$289K 0.04%
7,754
+579
237
$287K 0.04%
3,777
-16,526
238
$281K 0.04%
2,006
-167
239
$280K 0.04%
+1,920
240
$273K 0.04%
4,122
-3,984
241
$271K 0.04%
4,901
-881
242
$270K 0.04%
5,331
+370
243
$264K 0.03%
386
-270
244
$262K 0.03%
6,668
-3,371
245
$257K 0.03%
13,243
-364
246
$255K 0.03%
1,079
-290
247
$254K 0.03%
+9,915
248
$253K 0.03%
2,987
+101
249
$253K 0.03%
9,835
-151,435
250
$248K 0.03%
880
-934
8 9
10
11 12