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
101
$1.69M 0.17%
140,745
+12,465
102
$1.69M 0.17%
23,287
+895
103
$1.69M 0.17%
15,251
+956
104
$1.68M 0.17%
17,450
-1,628
105
$1.68M 0.17%
161,361
+14,177
106
$1.65M 0.17%
167,235
+14,713
107
$1.64M 0.17%
143,264
+12,300
108
$1.63M 0.17%
12,357
-733
109
$1.58M 0.16%
14,961
-13,074
110
$1.58M 0.16%
63,660
111
$1.56M 0.16%
3,927
+17
112
$1.51M 0.15%
63,577
+4,734
113
$1.45M 0.15%
67,823
+35,055
114
$1.45M 0.15%
17,281
-155
115
$1.44M 0.15%
2,866
+320
116
$1.39M 0.14%
6,760
-33
117
$1.39M 0.14%
8,759
+1,609
118
$1.38M 0.14%
33,508
+8,310
119
$1.34M 0.14%
3,669
+23
120
$1.31M 0.13%
171,885
+41,667
121
$1.31M 0.13%
47,180
-28,482
122
$1.3M 0.13%
29,408
+1,422
123
$1.29M 0.13%
11,242
+1,056
124
$1.28M 0.13%
61,233
125
$1.27M 0.13%
3,035
-116
3 4
5
6 7