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
276
$369K 0.03%
5,316
-5,500
277
$364K 0.03%
5,002
278
$363K 0.03%
+1,839
279
$359K 0.03%
+3,999
280
$355K 0.03%
+1,429
281
$355K 0.03%
10,273
+848
282
$351K 0.03%
+7,572
283
$349K 0.03%
1,680
-50
284
$346K 0.03%
+7,303
285
$346K 0.03%
+5,981
286
$345K 0.03%
+6,220
287
$341K 0.03%
+4,414
288
$341K 0.03%
1,806
-15
289
$340K 0.03%
5,909
-6
290
$340K 0.03%
4,274
-16,105
291
$336K 0.03%
+4,444
292
$335K 0.03%
2,120
+401
293
$334K 0.03%
+4,740
294
$334K 0.03%
+10,117
295
$331K 0.03%
13,099
+83
296
$330K 0.03%
+7,163
297
$330K 0.03%
+4,743
298
$330K 0.03%
23,000
299
$327K 0.03%
+3,310
300
$325K 0.03%
1,041
-161
10 11
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