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LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.29M
3
+$1.18M
4
CMCSA icon
Comcast
CMCSA
+$1.15M
5
GSK icon
GSK
GSK
+$1.13M

Top Sells

1
+$37.4M
2
+$34.3M
3
+$26.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.9M
5
SCHD icon
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
26
$7M 0.91%
36,223
-133
27
$6.85M 0.89%
11,190
-3,948
28
$5.84M 0.76%
24,004
-4,612
29
$5.71M 0.74%
123,531
-82,151
30
$5.49M 0.71%
256,556
-160,880
31
$5.38M 0.7%
67,350
-77,430
32
$5.2M 0.67%
101,523
-20,355
33
$5.03M 0.65%
42,322
+34
34
$4.83M 0.63%
198,247
-1,723
35
$4.74M 0.61%
7,888
-7,189
36
$4.49M 0.58%
175,785
+1,740
37
$4.4M 0.57%
6,567
-3,453
38
$4.27M 0.55%
15,128
-1,484
39
$4.04M 0.52%
171,934
+14,769
40
$3.95M 0.51%
137,719
-1,187
41
$3.8M 0.49%
32,408
-104
42
$3.44M 0.45%
10,413
-5,303
43
$3.42M 0.44%
38,215
-30,442
44
$3.12M 0.4%
123,875
-27,612
45
$3.07M 0.4%
9,368
-1,527
46
$3.07M 0.4%
4,184
-4,174
47
$3.06M 0.4%
53,174
-72,621
48
$3.05M 0.4%
74,052
-53,899
49
$3.04M 0.39%
50,712
-55,096
50
$3.01M 0.39%
8,478
-1,376
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