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
$1.12B
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.26M
3
+$4.52M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.04M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.72M

Top Sells

1
+$19.2M
2
+$5.55M
3
+$4.81M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$4.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Consumer Discretionary 4.62%
4 Financials 4.32%
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
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255
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256
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257
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258
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259
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260
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263
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266
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272
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1,895
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274
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275
$329K 0.03%
+5,070
9 10
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12 13