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
76
$2.32M 0.24%
29,568
+2,824
77
$2.32M 0.24%
165,078
+705
78
$2.26M 0.23%
18,969
-42
79
$2.13M 0.22%
31,748
+2,357
80
$2.12M 0.22%
13,160
-1,640
81
$2.12M 0.22%
8,052
+621
82
$2.07M 0.21%
53,023
-194,507
83
$2.03M 0.21%
+176,855
84
$2.01M 0.21%
195,708
+28,473
85
$1.99M 0.2%
87,867
+5,543
86
$1.97M 0.2%
7,690
+4,086
87
$1.96M 0.2%
+272,727
88
$1.95M 0.2%
188,991
+27,630
89
$1.95M 0.2%
12,096
+30
90
$1.94M 0.2%
179,495
+20,149
91
$1.94M 0.2%
9,502
-813
92
$1.93M 0.2%
24,910
+464
93
$1.92M 0.2%
80,708
+17,131
94
$1.9M 0.19%
78,313
95
$1.9M 0.19%
32,462
-1,504
96
$1.87M 0.19%
70,610
+62
97
$1.83M 0.19%
27,126
-1,430
98
$1.78M 0.18%
171,885
99
$1.75M 0.18%
54,439
-10,596
100
$1.75M 0.18%
16,809
+7,551
2 3
4
5 6