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
$1.12B
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.26M
3
+$4.52M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.04M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.72M

Top Sells

1
+$19.2M
2
+$5.55M
3
+$4.81M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$4.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Consumer Discretionary 4.62%
4 Financials 4.32%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.64M 0.69%
172,253
-4,270
27
$7.63M 0.68%
169,179
+5,606
28
$7.39M 0.66%
392,313
+92
29
$7.38M 0.66%
12,600
+1,391
30
$7.19M 0.64%
36,736
+267
31
$6.46M 0.58%
+111,390
32
$6.31M 0.57%
33,334
+6,673
33
$6.27M 0.56%
125,583
+1,011
34
$6M 0.54%
69,778
-9,285
35
$5.74M 0.51%
49,838
+7,207
36
$5.74M 0.51%
30,135
+7,918
37
$5.49M 0.49%
109,922
+11,656
38
$5.44M 0.49%
24,079
+20,022
39
$5.39M 0.48%
10,006
+528
40
$5.31M 0.48%
2,514,423
-259,094
41
$5.26M 0.47%
285,832
+1,815
42
$5.21M 0.47%
95,859
+10,508
43
$4.74M 0.43%
8,059
-63
44
$4.68M 0.42%
37,747
-393
45
$4.54M 0.41%
42,207
+1,932
46
$4.36M 0.39%
8,285
+1,266
47
$4.26M 0.38%
7,281
-361
48
$4.25M 0.38%
22,250
+6
49
$4.23M 0.38%
176,613
+66,552
50
$4.11M 0.37%
69,705
+21,923
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