We are live on ! Find out more
LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.29M
3
+$1.18M
4
CMCSA icon
Comcast
CMCSA
+$1.15M
5
GSK icon
GSK
GSK
+$1.13M

Top Sells

1
+$37.4M
2
+$34.3M
3
+$26.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M

Sector Composition

1 Financials 12.83%
2 Technology 7.32%
3 Healthcare 7.14%
4 Consumer Discretionary 4.79%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-8,712
352
– –
-1,164
353
– –
-1,970
354
– –
-300
355
– –
-5,342
356
– –
-3,791
357
– –
-14,225
358
– –
-2,758
359
– –
-2,816
360
– –
-3,689
361
– –
-5,316
362
– –
-7,389
363
– –
-2,293
364
– –
-2,490
365
– –
-1,646
366
– –
-3,624
367
– –
-5,336
368
– –
-3,079
369
– –
-2,321
370
– –
-553,870
371
– –
-8,692
372
– –
-19,321
373
– –
-4,798
374
– –
-4,123
375
– –
-2,013
13 14
15
16 17