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
$1.29B
AUM Growth
+$590M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$24.6M
3
+$22.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$22.1M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$20.9M

Top Sells

1
+$1.6M
2
+$1.4M
3
+$1.32M
4
MDT icon
Medtronic
MDT
+$1.31M
5
PEG icon
Public Service Enterprise Group
PEG
+$1.29M

Sector Composition

1 Financials 9.15%
2 Technology 7.39%
3 Healthcare 7%
4 Consumer Discretionary 4.08%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$269K 0.02%
1,848
+297
327
$268K 0.02%
+1,305
328
$266K 0.02%
1,975
+33
329
$265K 0.02%
+3,689
330
$263K 0.02%
+920
331
$262K 0.02%
+172
332
$259K 0.02%
2,886
+104
333
$258K 0.02%
13,607
+258
334
$258K 0.02%
+5,846
335
$257K 0.02%
+8,084
336
$256K 0.02%
+8,712
337
$255K 0.02%
+4,015
338
$254K 0.02%
+872
339
$253K 0.02%
10,676
-108
340
$253K 0.02%
+819
341
$250K 0.02%
+714
342
$250K 0.02%
+2,293
343
$248K 0.02%
+2,004
344
$247K 0.02%
7,175
+198
345
$245K 0.02%
+1,336
346
$241K 0.02%
+8,692
347
$239K 0.02%
+22,319
348
$237K 0.02%
+1,865
349
$237K 0.02%
7,271
+391
350
$237K 0.02%
+4,961
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