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
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.88M
3
+$2.87M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.7M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.32M

Top Sells

1
+$45.1M
2
+$3.07M
3
+$2.58M
4
CCI icon
Crown Castle
CCI
+$1.42M
5
ABBV icon
AbbVie
ABBV
+$1.33M

Sector Composition

1 Healthcare 11.3%
2 Technology 7.44%
3 Financials 6.77%
4 Consumer Discretionary 3.84%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$229K 0.02%
2,799
302
$228K 0.02%
+2,850
303
$227K 0.02%
+3,160
304
$227K 0.02%
349
+29
305
$225K 0.02%
2,706
306
$225K 0.02%
+722
307
$222K 0.02%
6,189
-136
308
$220K 0.02%
5,185
+78
309
$218K 0.02%
2,015
+1
310
$217K 0.02%
+877
311
$213K 0.02%
+397
312
$211K 0.02%
661
-8
313
$211K 0.02%
846
-5
314
$210K 0.02%
+4,621
315
$207K 0.02%
+1,552
316
$206K 0.02%
+1,474
317
$204K 0.02%
+959
318
$204K 0.02%
2,273
-1,469
319
$204K 0.02%
+6,902
320
$203K 0.02%
4,536
-1,967
321
$201K 0.02%
+885
322
$165K 0.02%
13,872
-11,441
323
$159K 0.02%
+10,089
324
$90.8K 0.01%
11,226
325
$79.3K 0.01%
11,500
10 11 12
13
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