LWL

Leo Wealth LLC Portfolio holdings

AUM $1.29B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63.5K 0.01%
11,812
+400
327
$57K 0.01%
1,848
328
$56.9K 0.01%
18,135
329
$37.8K ﹤0.01%
10,000
330
$28.6K ﹤0.01%
969
+113
331
$15.8K ﹤0.01%
201
332
$15.6K ﹤0.01%
742
333
$8.33K ﹤0.01%
226
334
– –
-3,768
335
– –
-3,957
336
– –
-1,132
337
– –
-12,026
338
– –
-6,267
339
– –
-458
340
– –
-2,200
341
– –
-20,082
342
– –
-5,731
343
– –
-404
344
– –
-54,848
345
– –
-67,832
346
– –
-5,561
347
– –
-1,686
348
– –
-3,332
349
– –
-25,016
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