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
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$260K 0.03%
+1,579
277
$258K 0.03%
+3,641
278
$257K 0.03%
+3,081
279
$257K 0.03%
+2,470
280
$255K 0.03%
+20,082
281
$253K 0.03%
+951
282
$253K 0.03%
+2,168
283
$250K 0.03%
+4,351
284
$249K 0.03%
+20,525
285
$248K 0.03%
+2,040
286
$243K 0.03%
+3,226
287
$243K 0.03%
+3,452
288
$241K 0.03%
+468
289
$238K 0.02%
+1,661
290
$238K 0.02%
+2,532
291
$237K 0.02%
+2,350
292
$237K 0.02%
+1,686
293
$234K 0.02%
+5,561
294
$233K 0.02%
+1,629
295
$230K 0.02%
+4,506
296
$228K 0.02%
+6,325
297
$227K 0.02%
+10,542
298
$226K 0.02%
+5,731
299
$226K 0.02%
+7,908
300
$223K 0.02%
+6,267
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