LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.29B
1-Year Return
19.99%
This Quarter Return
+2.64%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.12B
AUM Growth
+$21.6M
(+2%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
39.57%
Holding
391
New
43
Increased
178
Reduced
115
Closed
34
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$6.46M |
| 2 |
Blackrock
BLK
|
$5.26M |
| 3 |
Honeywell
HON
|
$4.52M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$4.04M |
| 5 |
Vanguard Total Corporate Bond ETF
VTC
|
$2.72M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$19.2M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.55M |
| 3 |
Affirm
AFRM
|
$4.81M |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$4.44M |
| 5 |
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% |
