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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
-1.33%
1 Year Est. Return
+17.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
-$1.63M
(-0.12%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
33.36%
Holding
484
New
65
Increased
219
Reduced
151
Closed
32
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.78% |
| 2 | Technology | 6.74% |
| 3 | Healthcare | 5.53% |
| 4 | Consumer Discretionary | 3.57% |
| 5 | Industrials | 3.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
General Mills
GIS
$19.5B
| $1.88M | 0.14% |
50,508
+23,264
| +85% | +$1.01M |
|
127
Vanguard High Dividend Yield ETF
VYM
$80B
| $1.88M | 0.14% |
12,671
-1,381
| -10% | -$208K |
|
128
Vanguard Total Bond Market
BND
$158B
| $1.86M | 0.14% |
25,250
+1,751
| +7% | +$130K |
|
129
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
| $1.86M | 0.14% |
83,036
-13,091
| -14% | -$294K |
|
130
Alibaba
BABA
$269B
| $1.86M | 0.13% |
14,813
+104
| +0.7% | +$15.6K |
|
|
RHLD
131
Resolute Holdings Management
RHLD
$1.12B
| $1.85M | 0.13% |
11,383
+544
| +5% | +$99.2K |
|
132
Vodafone
VOD
$35.8B
| $1.84M | 0.13% |
122,823
-8,380
| -6% | -$122K |
|
133
Sanofi
SNY
$103B
| $1.83M | 0.13% |
38,079
+5,535
| +17% | +$258K |
|
134
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
| $1.8M | 0.13% |
82,436
+14,097
| +21% | +$309K |
|
135
Visa
V
$677B
| $1.78M | 0.13% |
5,880
+463
| +9% | +$149K |
|
136
Procter & Gamble
PG
$340B
| $1.77M | 0.13% |
12,263
-1,584
| -11% | -$240K |
|
137
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
| $1.72M | 0.12% |
36,902
+82
| +0.2% | +$3.87K |
|
138
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $1.71M | 0.12% |
17,630
+48
| +0.3% | +$4.79K |
|
139
American Electric Power
AEP
$73.4B
| $1.71M | 0.12% |
13,017
+357
| +3% | +$44.7K |
|
140
BCE
BCE
$19.8B
| $1.7M | 0.12% |
+67,476
| New | +$1.71M |
|
141
VICI Properties
VICI
$28.9B
| $1.68M | 0.12% |
61,626
+25,283
| +70% | +$724K |
|
142
Prudential Financial
PRU
$39.9B
| $1.67M | 0.12% |
+17,118
| New | +$1.77M |
|
143
iShares Russell Top 200 Growth ETF
IWY
$16.8B
| $1.66M | 0.12% |
6,663
-511
| -7% | -$135K |
|
144
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
| $1.65M | 0.12% |
24,117
+510
| +2% | +$36K |
|
145
Coca-Cola Femsa
KOF
$21.7B
| $1.61M | 0.12% |
16,481
-510
| -3% | -$52.8K |
|
146
GSK
GSK
$103B
| $1.59M | 0.12% |
28,737
-3,829
| -12% | -$207K |
|
147
Janus Henderson AAA CLO ETF
JAAA
$29B
| $1.57M | 0.11% |
31,206
+1,355
| +5% | +$68.6K |
|
148
Coca-Cola
KO
$357B
| $1.55M | 0.11% |
20,348
-10,111
| -33% | -$764K |
|
149
S&P Global
SPGI
$130B
| $1.54M | 0.11% |
3,610
-236
| -6% | -$110K |
|
150
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
| $1.51M | 0.11% |
28,786
-954
| -3% | -$50.4K |
|
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