LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.29B
This Quarter Return
-0.02%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$696M
AUM Growth
+$696M
(-38%)
Cap. Flow
-$398M
Cap. Flow
% of AUM
-57.17%
Top 10 Holdings %
Top 10 Hldgs %
41.72%
Holding
377
New
20
Increased
69
Reduced
163
Closed
108
Top Buys
| 1 |
McDonald's
MCD
|
$7.55M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$6.72M |
| 3 |
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
|
$3.88M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.71M |
| 5 |
iShares Global Healthcare ETF
IXJ
|
$2.02M |
Top Sells
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$30.8M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$26M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$21.6M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$21.4M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$17.6M |
Sector Composition
| 1 | Healthcare | 12.69% |
| 2 | Technology | 12.46% |
| 3 | Consumer Discretionary | 4.78% |
| 4 | Financials | 4.59% |
| 5 | Consumer Staples | 2.89% |
