LWL

Leo Wealth LLC Portfolio holdings

AUM $1.29B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$340K 0.04%
+11,818
252
$337K 0.04%
+3,742
253
$322K 0.03%
+23,000
254
$322K 0.03%
+4,502
255
$319K 0.03%
+2,349
256
$311K 0.03%
+3,768
257
$304K 0.03%
+15,117
258
$303K 0.03%
+5,314
259
$297K 0.03%
+27,675
260
$296K 0.03%
+1,158
261
$289K 0.03%
+6,796
262
$287K 0.03%
+25,313
263
$285K 0.03%
+9,460
264
$285K 0.03%
+5,044
265
$285K 0.03%
+7,107
266
$281K 0.03%
+6,503
267
$276K 0.03%
+12,512
268
$275K 0.03%
+9,839
269
$273K 0.03%
+1,123
270
$270K 0.03%
+1,608
271
$268K 0.03%
+1,937
272
$266K 0.03%
+2,200
273
$264K 0.03%
+871
274
$264K 0.03%
+1,066
275
$261K 0.03%
+8,271
9 10
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