LWL

Leo Wealth LLC Portfolio holdings

AUM $1.29B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.47M 0.67%
+119,943
27
$6.47M 0.67%
+20,038
28
$6.44M 0.67%
+145,530
29
$6.41M 0.66%
+141,496
30
$6.11M 0.63%
+35,854
31
$6.05M 0.63%
+348,754
32
$5.32M 0.55%
+13,908
33
$5.09M 0.53%
+204,130
34
$4.68M 0.48%
+42,760
35
$4.66M 0.48%
+33,513
36
$4.65M 0.48%
+187,852
37
$4.29M 0.44%
+85,433
38
$4.29M 0.44%
+41,215
39
$4.02M 0.42%
+22,204
40
$3.88M 0.4%
+171,016
41
$3.86M 0.4%
+74,694
42
$3.85M 0.4%
+5,756
43
$3.82M 0.4%
+76,785
44
$3.78M 0.39%
+7,805
45
$3.75M 0.39%
+98,306
46
$3.73M 0.39%
+7,774
47
$3.7M 0.38%
+230,855
48
$3.48M 0.36%
+20,985
49
$3.47M 0.36%
+145,388
50
$3.35M 0.35%
+87,407
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