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
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.34%
+90,718
52
$3.29M 0.34%
+141,336
53
$3.24M 0.34%
+150,478
54
$3.23M 0.33%
+28,035
55
$3.1M 0.32%
+16,273
56
$2.97M 0.31%
+149,922
57
$2.92M 0.3%
+18,340
58
$2.89M 0.3%
+141,526
59
$2.89M 0.3%
+170,958
60
$2.77M 0.29%
+9,104
61
$2.74M 0.28%
+34,174
62
$2.73M 0.28%
+47,128
63
$2.68M 0.28%
+5,973
64
$2.55M 0.26%
+23,572
65
$2.54M 0.26%
+3,642
66
$2.54M 0.26%
+106,268
67
$2.53M 0.26%
+13,843
68
$2.51M 0.26%
+17,894
69
$2.47M 0.26%
+29,851
70
$2.46M 0.26%
+67,008
71
$2.41M 0.25%
+46,569
72
$2.34M 0.24%
+41,451
73
$2.33M 0.24%
+9,779
74
$2.31M 0.24%
+40,728
75
$2.26M 0.23%
+8,754
1 2
3
4 5