LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.38B
1-Year Est. Return
17.29%
This Fund
S&P 500
1 Year Est. Return
+17.29%
AUM
$1.38B
AUM Growth
-$1.63M
(-0.12%)
Holding
484
Top Buys
| 1 | +$14.8M | |
| 2 | +$12.6M | |
| 3 | +$11.7M | |
| 4 |
GE Vernova
GEV
|
+$9.94M |
| 5 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$7.32M |
Top Sells
| 1 | +$23.5M | |
| 2 | +$11.1M | |
| 3 | +$6.58M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$5.59M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$3.94M |
Sector Composition
| 1 | Financials | 6.78% |
| 2 | Technology | 6.74% |
| 3 | Healthcare | 5.53% |
| 4 | Consumer Discretionary | 3.57% |
| 5 | Industrials | 3.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
| – | – |
-3,486
|
|
||
477
State Street Blackstone Senior Loan ETF
SRLN
$5.25B
| – | – |
-19,851
|
|
||
478
SS&C Technologies
SSNC
$16.3B
| – | – |
-2,670
|
|
||
479
Sysco
SYY
$36.3B
| – | – |
-4,185
|
|
||
480
Vanguard Total Corporate Bond ETF
VTC
$1.68B
| – | – |
-5,415
|
|
||
|
QHY
481
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
| – | – |
-5,577
|
|
||
|
PFSA
482
Profusa Inc
PFSA
$1.65M
| – | – |
-1,988
|
|
||
|
AKRE
483
Akre Focus ETF
AKRE
$6.17B
| – | – |
-22,970
|
|
||
|
Q
484
Qnity Electronics Inc
Q
$32.7B
| – | – |
-5,096
|
|