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LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.29M
3
+$1.18M
4
CMCSA icon
Comcast
CMCSA
+$1.15M
5
GSK icon
GSK
GSK
+$1.13M

Top Sells

1
+$37.4M
2
+$34.3M
3
+$26.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M

Sector Composition

1 Financials 12.83%
2 Technology 7.32%
3 Healthcare 7.14%
4 Consumer Discretionary 4.79%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.26%
14,821
-3,278
77
$1.88M 0.24%
37,353
-10,461
78
$1.85M 0.24%
4,161
-2,467
79
$1.84M 0.24%
181,794
-52,760
80
$1.84M 0.24%
161,121
-47,280
81
$1.77M 0.23%
171,450
-52,452
82
$1.75M 0.23%
11,261
-8,011
83
$1.74M 0.23%
20,770
-17,348
84
$1.72M 0.22%
38,101
-7,131
85
$1.7M 0.22%
13,280
-3,100
86
$1.7M 0.22%
162,835
-49,501
87
$1.7M 0.22%
247,632
-75,194
88
$1.69M 0.22%
17,511
+58
89
$1.53M 0.2%
2,007
-2,099
90
$1.52M 0.2%
4,803
-4,950
91
$1.51M 0.2%
56,526
92
$1.51M 0.2%
46,416
+39,145
93
$1.48M 0.19%
27,227
-13,971
94
$1.47M 0.19%
67,083
+7,472
95
$1.47M 0.19%
27,744
+733
96
$1.46M 0.19%
32,882
-531
97
$1.46M 0.19%
1,836
-1,016
98
$1.46M 0.19%
32,412
+916
99
$1.45M 0.19%
22,353
+1,569
100
$1.43M 0.19%
30,261
+2,919
2 3
4
5 6