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
$1.29B
AUM Growth
+$590M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$24.6M
3
+$22.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$22.1M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$20.9M

Top Sells

1
+$1.6M
2
+$1.4M
3
+$1.32M
4
MDT icon
Medtronic
MDT
+$1.31M
5
PEG icon
Public Service Enterprise Group
PEG
+$1.29M

Sector Composition

1 Financials 9.15%
2 Technology 7.39%
3 Healthcare 7%
4 Consumer Discretionary 4.08%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$457K 0.04%
+11,870
252
$455K 0.04%
+2,490
253
$448K 0.03%
2,946
+151
254
$439K 0.03%
8,350
+2,711
255
$437K 0.03%
+1,970
256
$435K 0.03%
10,039
+131
257
$433K 0.03%
7,528
+497
258
$432K 0.03%
+1,211
259
$432K 0.03%
3,363
-1,127
260
$431K 0.03%
10,632
+94
261
$429K 0.03%
+10,113
262
$426K 0.03%
18,496
+370
263
$425K 0.03%
905
+85
264
$422K 0.03%
1,288
+126
265
$422K 0.03%
20,217
+38
266
$419K 0.03%
+5,415
267
$416K 0.03%
4,123
+1,878
268
$416K 0.03%
5,233
+1,054
269
$414K 0.03%
+8,266
270
$400K 0.03%
3,113
+831
271
$399K 0.03%
15,446
+6,815
272
$398K 0.03%
4,798
+1,429
273
$390K 0.03%
5,655
+2,040
274
$379K 0.03%
+8,465
275
$372K 0.03%
+8,760
9 10
11
12 13