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
$1.12B
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.26M
3
+$4.52M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.04M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.72M

Top Sells

1
+$19.2M
2
+$5.55M
3
+$4.81M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$4.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Consumer Discretionary 4.62%
4 Financials 4.32%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$225K 0.02%
8,629
+16
327
$222K 0.02%
+1,587
328
$219K 0.02%
4,066
-195
329
$219K 0.02%
4,343
-515
330
$215K 0.02%
+2,636
331
$215K 0.02%
+1,302
332
$214K 0.02%
2,346
-389
333
$214K 0.02%
+1,687
334
$212K 0.02%
5,056
-62
335
$212K 0.02%
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336
$212K 0.02%
4,393
+6
337
$211K 0.02%
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338
$208K 0.02%
+2,070
339
$207K 0.02%
8,006
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340
$207K 0.02%
750
-31
341
$205K 0.02%
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342
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343
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344
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345
$179K 0.02%
37,913
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346
$155K 0.01%
21,570
-95
347
$131K 0.01%
10,722
-2,187
348
$118K 0.01%
11,718
349
$116K 0.01%
70,439
+60,000
350
$86K 0.01%
11,500
12 13
14
15 16