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
101
$2.03M 0.18%
17,989
-404
102
$2.03M 0.18%
22,455
+745
103
$2.03M 0.18%
13,328
+4,309
104
$1.98M 0.18%
31,769
+13,529
105
$1.93M 0.17%
88,260
+56,393
106
$1.92M 0.17%
78,313
107
$1.91M 0.17%
5,705
-2,768
108
$1.87M 0.17%
29,360
+19,846
109
$1.81M 0.16%
34,720
+3,651
110
$1.79M 0.16%
58,805
+1,144
111
$1.78M 0.16%
7,585
-281
112
$1.74M 0.16%
14,852
+145
113
$1.74M 0.16%
5,860
+2,609
114
$1.72M 0.15%
77,459
+10,723
115
$1.69M 0.15%
3,967
+14
116
$1.68M 0.15%
+66,442
117
$1.64M 0.15%
2,869
-177
118
$1.64M 0.15%
84,408
+13,778
119
$1.61M 0.14%
19,827
-6,433
120
$1.58M 0.14%
78,896
+7,218
121
$1.55M 0.14%
41,686
-4,803
122
$1.54M 0.14%
17,459
+63
123
$1.5M 0.13%
56,526
-14,146
124
$1.43M 0.13%
29,997
+10,512
125
$1.43M 0.13%
17,903
-12,627
3 4
5
6 7