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
$980M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.04M
3
+$6.78M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$5.89M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.56M

Top Sells

1
+$9.07M
2
+$7.84M
3
+$7.62M
4
IXG icon
iShares Global Financials ETF
IXG
+$7.5M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.41M

Sector Composition

1 Healthcare 10.58%
2 Technology 8.07%
3 Financials 6.79%
4 Consumer Discretionary 4.75%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$51.4K 0.01%
1,848
327
$34.2K ﹤0.01%
+10,439
328
$19.2K ﹤0.01%
858
-111
329
$13.9K ﹤0.01%
+12,000
330
$10.9K ﹤0.01%
201
331
$9.21K ﹤0.01%
742
332
$3.63K ﹤0.01%
226
333
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334
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335
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336
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338
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339
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340
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– –
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