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
351
$236K 0.02%
1,024
-2,235
352
$233K 0.02%
2,020
-94
353
$233K 0.02%
+831
354
$230K 0.02%
+2,816
355
$228K 0.02%
+3,110
356
$228K 0.02%
+690
357
$226K 0.02%
+2,298
358
$226K 0.02%
+1,407
359
$225K 0.02%
+6,862
360
$220K 0.02%
+2,341
361
$220K 0.02%
+300
362
$219K 0.02%
+1,420
363
$218K 0.02%
3,857
-22,740
364
$218K 0.02%
+707
365
$212K 0.02%
+10,074
366
$211K 0.02%
+917
367
$211K 0.02%
+1,518
368
$209K 0.02%
+385
369
$208K 0.02%
+5,075
370
$206K 0.02%
+1,451
371
$203K 0.02%
+1,708
372
$203K 0.02%
+5,072
373
$203K 0.02%
+2,456
374
$203K 0.02%
+2,524
375
$194K 0.02%
38,600
+687
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