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
301
$317K 0.02%
4,022
+301
302
$314K 0.02%
8,271
303
$312K 0.02%
+7,389
304
$312K 0.02%
+3,205
305
$311K 0.02%
2,341
-662
306
$311K 0.02%
1,369
+291
307
$307K 0.02%
1,594
+4
308
$305K 0.02%
+3,791
309
$304K 0.02%
+2,158
310
$303K 0.02%
5,782
+927
311
$301K 0.02%
11,364
-98
312
$298K 0.02%
10,172
+172
313
$298K 0.02%
+3,534
314
$295K 0.02%
2,173
+171
315
$295K 0.02%
+4,607
316
$295K 0.02%
+3,090
317
$292K 0.02%
+1,164
318
$291K 0.02%
+14,178
319
$288K 0.02%
+2,758
320
$285K 0.02%
+2,372
321
$282K 0.02%
+3,079
322
$280K 0.02%
4,171
+1
323
$271K 0.02%
3,387
324
$271K 0.02%
3,643
+249
325
$270K 0.02%
+2,012
11 12
13
14 15