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
$980M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.1M
3
+$6.89M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$6.1M
5
ECX icon
ECARX Holdings
ECX
+$5.8M

Top Sells

1
+$9.07M
2
+$7.82M
3
+$7.6M
4
IXG icon
iShares Global Financials ETF
IXG
+$7.47M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.23M

Sector Composition

1 Technology 11.6%
2 Healthcare 10.58%
3 Consumer Discretionary 4.75%
4 Financials 3.26%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 0.74%
381,051
+14,867
27
$6.94M 0.71%
155,758
+4,464
28
$6.89M 0.7%
+74,334
29
$6.76M 0.69%
37,061
30
$6.1M 0.62%
+104,102
31
$5.8M 0.59%
+2,815,817
32
$5.71M 0.58%
124,741
+1,843
33
$5.57M 0.57%
224,137
+19,160
34
$5.23M 0.53%
208,310
-2,882
35
$5.02M 0.51%
27,526
-7,977
36
$4.72M 0.48%
284,742
+46,011
37
$4.7M 0.48%
8,628
+650
38
$4.69M 0.48%
8,572
+522
39
$4.66M 0.48%
93,453
+9,371
40
$4.62M 0.47%
42,787
+42
41
$4.52M 0.46%
177,804
+4,172
42
$4.47M 0.46%
38,812
+1,789
43
$4.31M 0.44%
180,737
+18,572
44
$4.03M 0.41%
22,223
+2
45
$4M 0.41%
37,515
+4,069
46
$3.69M 0.38%
7,371
+26
47
$3.57M 0.36%
19,435
+770
48
$3.57M 0.36%
153,769
+4,494
49
$3.56M 0.36%
20,783
+10,171
50
$3.49M 0.36%
98,035
+589
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