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
101
$1.55M 0.16%
+145,107
102
$1.51M 0.16%
+152,522
103
$1.51M 0.16%
+128,280
104
$1.51M 0.16%
+12,820
105
$1.5M 0.16%
+2,546
106
$1.5M 0.16%
+5,698
107
$1.5M 0.16%
+130,964
108
$1.5M 0.16%
+147,184
109
$1.5M 0.16%
+13,090
110
$1.47M 0.15%
+3,910
111
$1.47M 0.15%
+14,295
112
$1.43M 0.15%
+22,013
113
$1.43M 0.15%
+33,103
114
$1.42M 0.15%
+15,025
115
$1.41M 0.15%
+58,843
116
$1.36M 0.14%
+17,436
117
$1.34M 0.14%
+12,066
118
$1.31M 0.14%
+6,793
119
$1.28M 0.13%
+61,233
120
$1.26M 0.13%
+55,487
121
$1.23M 0.13%
+130,218
122
$1.22M 0.13%
+107,110
123
$1.22M 0.13%
+3,151
124
$1.21M 0.13%
+3,646
125
$1.2M 0.12%
+19,490
3 4
5
6 7