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
76
$2.51M 0.22%
7,937
+239
77
$2.5M 0.22%
109,703
+70,459
78
$2.48M 0.22%
40,361
-237
79
$2.46M 0.22%
6,317
-281
80
$2.45M 0.22%
12,084
81
$2.45M 0.22%
22,755
+4,565
82
$2.44M 0.22%
2,740
+986
83
$2.42M 0.22%
18,824
+105
84
$2.42M 0.22%
14,427
-349
85
$2.38M 0.21%
28,949
+3,405
86
$2.34M 0.21%
9,679
+1,274
87
$2.24M 0.2%
221,650
+3,527
88
$2.23M 0.2%
198,072
+4,042
89
$2.18M 0.2%
213,267
+4,683
90
$2.17M 0.19%
307,617
+5,283
91
$2.16M 0.19%
93,496
+35,116
92
$2.13M 0.19%
13,932
-7
93
$2.13M 0.19%
202,313
+3,736
94
$2.12M 0.19%
16,143
+6,781
95
$2.1M 0.19%
33,680
+1,584
96
$2.09M 0.19%
+11,918
97
$2.08M 0.19%
14,352
+6,106
98
$2.06M 0.18%
414
-9
99
$2.05M 0.18%
8,558
+94
100
$2.05M 0.18%
5,069
+378
2 3
4
5 6