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
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$350K 0.04%
15,214
+2,702
252
$350K 0.04%
6,777
-173
253
$348K 0.04%
3,960
+80
254
$348K 0.04%
4,497
+2
255
$346K 0.04%
11,936
+118
256
$341K 0.03%
2,166
-2
257
$339K 0.03%
1,184
+233
258
$337K 0.03%
23,000
259
$326K 0.03%
6,724
-1,108
260
$325K 0.03%
2,372
+23
261
$318K 0.03%
2,004
-191
262
$317K 0.03%
2,046
-296
263
$316K 0.03%
6,723
-73
264
$312K 0.03%
15,120
+3
265
$304K 0.03%
5,314
266
$301K 0.03%
5,546
-22,129
267
$296K 0.03%
2,114
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268
$296K 0.03%
5,044
269
$292K 0.03%
1,619
+11
270
$291K 0.03%
+3,151
271
$288K 0.03%
8,271
272
$288K 0.03%
21,661
+1,136
273
$286K 0.03%
7,107
274
$284K 0.03%
1,820
+159
275
$281K 0.03%
9,460
9 10
11
12 13