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
101
$1.74M 0.18%
25,347
-5,609
102
$1.74M 0.18%
56,666
-4,572
103
$1.73M 0.18%
15,336
+85
104
$1.7M 0.17%
16,992
-458
105
$1.64M 0.17%
35,651
-170,554
106
$1.62M 0.17%
28,133
-9,230
107
$1.6M 0.16%
68,655
+832
108
$1.6M 0.16%
7,420
+660
109
$1.58M 0.16%
63,660
110
$1.54M 0.16%
3,939
+12
111
$1.54M 0.16%
12,246
-111
112
$1.4M 0.14%
17,322
+41
113
$1.4M 0.14%
5,584
-2,129
114
$1.39M 0.14%
3,063
+28
115
$1.37M 0.14%
12,892
+3,488
116
$1.37M 0.14%
29,663
+255
117
$1.32M 0.13%
9,547
+1,377
118
$1.32M 0.13%
8,010
+4,013
119
$1.32M 0.13%
4,215
+2,553
120
$1.31M 0.13%
17,764
+118
121
$1.29M 0.13%
61,233
122
$1.28M 0.13%
4,230
+1,853
123
$1.28M 0.13%
32,798
+6,992
124
$1.26M 0.13%
55,487
125
$1.22M 0.12%
19,205
-8,667
3 4
5
6 7