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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
101
$1.43M 0.19%
6,625
-8,000
102
$1.42M 0.18%
5,046
-2,099
103
$1.42M 0.18%
+14,093
104
$1.41M 0.18%
23,673
-254
105
$1.41M 0.18%
121,741
-16,383
106
$1.36M 0.18%
13,202
-11,123
107
$1.34M 0.17%
9,720
-6,469
108
$1.32M 0.17%
25,988
+3,445
109
$1.3M 0.17%
15,631
+1,259
110
$1.28M 0.17%
4,264
-593
111
$1.27M 0.17%
17,794
+13,054
112
$1.25M 0.16%
+29,039
113
$1.25M 0.16%
57,531
-850
114
$1.25M 0.16%
11,217
+1,897
115
$1.23M 0.16%
1,330
-1,472
116
$1.23M 0.16%
2,154
-6,395
117
$1.22M 0.16%
3,683
-1,868
118
$1.21M 0.16%
18,556
-1,621
119
$1.2M 0.16%
+37,549
120
$1.2M 0.16%
18,039
-13,321
121
$1.19M 0.15%
11,700
+216
122
$1.11M 0.14%
7,210
-7,480
123
$1.06M 0.14%
4,310
-787
124
$1.01M 0.13%
7,172
-7,343
125
$1.01M 0.13%
52,998
-1,651
3 4
5
6 7