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
$965M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$54.3M
3 +$38.4M
4
AFRM icon
Affirm
AFRM
+$33.9M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$33.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Financials 7.93%
3 Technology 6.92%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10.1K ﹤0.01%
+226
327
$9.19K ﹤0.01%
+40