LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.21M
3
+$4.43M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.08M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.78M

Top Sells

1
+$20.6M
2
+$5.67M
3
+$4.44M
4
AFRM icon
Affirm
AFRM
+$4.39M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Financials 9.92%
2 Technology 7.96%
3 Healthcare 7.24%
4 Consumer Discretionary 4.62%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$427K 0.04%
+2,114
252
$418K 0.04%
+8,576
253
$413K 0.04%
2,317
254
$403K 0.04%
+17,457
255
$388K 0.03%
7,585
+46
256
$385K 0.03%
4,275
-6
257
$383K 0.03%
915
+29
258
$378K 0.03%
1,345
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259
$377K 0.03%
+4,237
260
$377K 0.03%
7,212
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261
$375K 0.03%
4,069
-20
262
$372K 0.03%
16,053
+4,548
263
$369K 0.03%
2,855
-232
264
$365K 0.03%
1,572
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265
$361K 0.03%
8,465
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266
$360K 0.03%
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267
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268
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269
$350K 0.03%
5,002
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270
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11,486
271
$346K 0.03%
23,000
272
$339K 0.03%
3,941
-19
273
$335K 0.03%
1,895
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274
$333K 0.03%
4,743
-90
275
$329K 0.03%
+5,070
9 10
11
12 13