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
$980M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.1M
3
+$6.89M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$6.1M
5
ECX icon
ECARX Holdings
ECX
+$5.8M

Top Sells

1
+$9.07M
2
+$7.82M
3
+$7.6M
4
IXG icon
iShares Global Financials ETF
IXG
+$7.47M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.23M

Sector Composition

1 Technology 11.6%
2 Healthcare 10.58%
3 Consumer Discretionary 4.75%
4 Financials 3.26%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$291K 0.03%
1,654
+35
277
$289K 0.03%
4,078
+488
278
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13,182
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279
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280
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+2,418
281
$274K 0.03%
1,110
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282
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283
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284
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285
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2,736
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286
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287
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288
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289
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290
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291
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294
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295
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296
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297
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298
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753
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299
$247K 0.03%
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300
$238K 0.02%
408
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