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
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.63M 0.78%
130,985
+11,042
27
$7.13M 0.73%
20,723
+685
28
$6.96M 0.71%
156,891
+11,361
29
$6.84M 0.7%
151,294
+9,798
30
$6.77M 0.69%
366,184
+17,430
31
$6.77M 0.69%
37,061
+1,207
32
$6.03M 0.62%
14,357
+449
33
$5.42M 0.55%
35,503
+1,990
34
$5.29M 0.54%
211,192
+7,062
35
$5.18M 0.53%
122,898
+24,592
36
$5.09M 0.52%
204,977
+17,125
37
$4.89M 0.5%
91,996
+17,302
38
$4.85M 0.5%
42,745
-15
39
$4.55M 0.47%
5,927
+171
40
$4.32M 0.44%
37,023
-4,192
41
$4.23M 0.43%
8,050
+245
42
$4.2M 0.43%
84,082
+7,297
43
$4.17M 0.43%
7,978
+204
44
$4.13M 0.42%
22,221
+17
45
$4.03M 0.41%
173,632
+2,616
46
$3.87M 0.4%
162,165
+16,777
47
$3.77M 0.39%
238,731
+7,876
48
$3.7M 0.38%
33,446
+9,874
49
$3.53M 0.36%
7,345
+1,372
50
$3.5M 0.36%
18,362
-2,623
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