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LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.29M
3
+$1.18M
4
CMCSA icon
Comcast
CMCSA
+$1.15M
5
GSK icon
GSK
GSK
+$1.13M

Top Sells

1
+$37.4M
2
+$34.3M
3
+$26.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M

Sector Composition

1 Financials 12.83%
2 Technology 7.32%
3 Healthcare 7.14%
4 Consumer Discretionary 4.79%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$248K 0.03%
5,846
252
$247K 0.03%
22,300
-19
253
$247K 0.03%
3,085
-25
254
$241K 0.03%
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-1,312
255
$239K 0.03%
3,904
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256
$236K 0.03%
+5,619
257
$235K 0.03%
4,399
-18,468
258
$233K 0.03%
662
-45
259
$232K 0.03%
726
-194
260
$229K 0.03%
37,998
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261
$229K 0.03%
1,617
-9,207
262
$225K 0.03%
458
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263
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3,337
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-233
265
$219K 0.03%
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268
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4,403
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269
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270
$211K 0.03%
+1,446
271
$211K 0.03%
422
-3,041
272
$204K 0.03%
+4,581
273
$204K 0.03%
+1,074
274
$204K 0.03%
+3,608
275
$202K 0.03%
+1,428
9 10
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