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
51
$3.85M 0.35%
153,850
-56,354
52
$3.76M 0.34%
21,159
-1,069
53
$3.71M 0.33%
16,876
-2,674
54
$3.65M 0.33%
28,601
+18,031
55
$3.62M 0.32%
100,252
-3,203
56
$3.62M 0.32%
145,256
+85,258
57
$3.56M 0.32%
77,373
+10,942
58
$3.56M 0.32%
172,546
+33,350
59
$3.48M 0.31%
153,416
+1,970
60
$3.42M 0.31%
14,840
-25
61
$3.39M 0.3%
140,647
-31,789
62
$3.29M 0.29%
8,183
-347
63
$3.24M 0.29%
151,794
+183
64
$3.24M 0.29%
142,196
-31,391
65
$3.18M 0.29%
53,758
-6,790
66
$3.14M 0.28%
34,621
-1,142
67
$3.08M 0.28%
14,479
+10
68
$3.06M 0.27%
75,947
-5,842
69
$2.94M 0.26%
3,814
+922
70
$2.9M 0.26%
38,388
+1,085
71
$2.74M 0.25%
27,565
+16,236
72
$2.72M 0.24%
+35,954
73
$2.71M 0.24%
15,994
-1,836
74
$2.63M 0.24%
9,775
+783
75
$2.57M 0.23%
2,808
+8
1 2
3
4 5