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
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.12%
+30,142
127
$1.17M 0.12%
+26,807
128
$1.16M 0.12%
+51,127
129
$1.16M 0.12%
+132,982
130
$1.16M 0.12%
+22,675
131
$1.15M 0.12%
+27,986
132
$1.13M 0.12%
+10,695
133
$1.12M 0.12%
+43,083
134
$1.12M 0.12%
+2,101
135
$1.08M 0.11%
+7,150
136
$1.08M 0.11%
+56,144
137
$1.07M 0.11%
+6,252
138
$1.06M 0.11%
+15,852
139
$1.06M 0.11%
+8,556
140
$1.05M 0.11%
+20,491
141
$1.01M 0.11%
+25,198
142
$1.01M 0.1%
+9,982
143
$1.01M 0.1%
+43,821
144
$999K 0.1%
+8,974
145
$993K 0.1%
+3,355
146
$906K 0.09%
+39,674
147
$894K 0.09%
+10,608
148
$885K 0.09%
+23,015
149
$880K 0.09%
+4,230
150
$866K 0.09%
+7,391
4 5
6
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