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
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.23%
164,373
+4,545
77
$2.27M 0.23%
30,956
-3,218
78
$2.19M 0.22%
19,011
+26
79
$2.14M 0.22%
37,363
-338
80
$2.07M 0.21%
7,431
+1,733
81
$2.07M 0.21%
59,978
+13,029
82
$2.06M 0.21%
4,239
-26
83
$2.06M 0.21%
29,391
+29
84
$2.06M 0.21%
33,966
-20,649
85
$2.06M 0.21%
10,315
-453
86
$1.98M 0.2%
14,800
+1,980
87
$1.94M 0.2%
+2,323
88
$1.93M 0.2%
10,612
-7,728
89
$1.9M 0.19%
78,313
90
$1.89M 0.19%
12,066
91
$1.89M 0.19%
5,087
+462
92
$1.87M 0.19%
82,324
+7,704
93
$1.87M 0.19%
70,548
+41
94
$1.85M 0.19%
7,713
+7
95
$1.81M 0.19%
61,238
+2,752
96
$1.75M 0.18%
24,446
+16,962
97
$1.73M 0.18%
124,449
-9,879
98
$1.73M 0.18%
159,346
+14,239
99
$1.71M 0.18%
28,556
-45,169
100
$1.7M 0.17%
27,872
+684
2 3
4
5 6