LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.38B
1-Year Est. Return
18.81%
This Fund
S&P 500
1 Year Est. Return
+18.81%
AUM
$771M
AUM Growth
-$515M
(-40%)
Holding
404
Top Buys
| 1 | +$1.42M | |
| 2 | +$1.28M | |
| 3 | +$1.25M | |
| 4 |
Canadian Natural Resources
CNQ
|
+$1.2M |
| 5 |
Comcast
CMCSA
|
+$1.08M |
Top Sells
| 1 | +$40.5M | |
| 2 | +$35.7M | |
| 3 | +$26.6M | |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$25.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
State Street Health Care Select Sector SPDR ETF
XLV
$40.9B
| – | – |
-1,975
|
|
||
402
Eaton Vance Total Return Bond ETF
EVTR
$4.5B
| – | – |
-14,183
|
|
||
|
QHY
403
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$209M
| – | – |
-7,163
|
|
||
|
ARTY
404
iShares Future AI & Tech ETF
ARTY
$2.2B
| – | – |
-5,075
|
|