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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
276
$202K 0.03%
1,593
-255
277
$200K 0.03%
10,142
-61,872
278
$154K 0.02%
13,899
+178
279
$128K 0.02%
10,711
-4,196
280
$110K 0.01%
14,518
+47
281
$110K 0.01%
12,000
282
$93K 0.01%
+15,000
283
$88.8K 0.01%
70,439
284
$74.5K 0.01%
14,491
+510
285
$44.3K 0.01%
+1,988
286
$34.6K ﹤0.01%
13,154
-317
287
– –
-819
288
– –
-1,336
289
– –
-1,451
290
– –
-2,009
291
– –
-1,420
292
– –
-16,907
293
– –
-2,524
294
– –
-10,722
295
– –
-4,414
296
– –
-4,743
297
– –
-598,265
298
– –
-137,037
299
– –
-14,178
300
– –
-206,218
10 11
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