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
76
$2.23M 0.23%
+14,874
77
$2.17M 0.23%
+75,662
78
$2.13M 0.22%
+159,828
79
$2.12M 0.22%
+4,811
80
$2.1M 0.22%
+37,701
81
$2.06M 0.21%
+13,369
82
$2.04M 0.21%
+29,362
83
$1.99M 0.21%
+18,985
84
$1.96M 0.2%
+54,615
85
$1.92M 0.2%
+134,328
86
$1.91M 0.2%
+78,313
87
$1.91M 0.2%
+10,768
88
$1.87M 0.19%
+70,507
89
$1.85M 0.19%
+19,078
90
$1.81M 0.19%
+7,706
91
$1.73M 0.18%
+22,392
92
$1.72M 0.18%
+58,486
93
$1.7M 0.18%
+74,620
94
$1.7M 0.18%
+4,625
95
$1.63M 0.17%
+73,725
96
$1.62M 0.17%
+27,188
97
$1.61M 0.17%
+4,265
98
$1.58M 0.16%
+31,396
99
$1.58M 0.16%
+63,660
100
$1.56M 0.16%
+46,949
2 3
4
5 6