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
51
$3.48M 0.36%
35,640
+20,679
52
$3.38M 0.34%
81,603
+2,681
53
$3.29M 0.34%
19,011
+649
54
$3.28M 0.33%
6,505
+2,266
55
$3.24M 0.33%
170,065
+13,848
56
$3.24M 0.33%
13,956
+104
57
$3.19M 0.33%
3,515
-2,412
58
$3.17M 0.32%
151,287
+1,458
59
$3.12M 0.32%
7,110
+1,709
60
$3.12M 0.32%
8,560
-517
61
$3.03M 0.31%
13,999
-2,169
62
$2.87M 0.29%
14,493
+625
63
$2.86M 0.29%
47,413
-128
64
$2.85M 0.29%
56,067
-35,929
65
$2.84M 0.29%
3,349
-441
66
$2.75M 0.28%
151,130
-2,882
67
$2.74M 0.28%
10,252
+381
68
$2.72M 0.28%
57,325
+3,211
69
$2.69M 0.27%
131,548
-9,978
70
$2.68M 0.27%
111,597
+3,468
71
$2.61M 0.27%
16,260
+1
72
$2.49M 0.25%
15,207
+873
73
$2.39M 0.24%
7,047
+1,960
74
$2.33M 0.24%
40,552
-171
75
$2.32M 0.24%
+8,012
1 2
3
4 5