LWL

Leo Wealth LLC Portfolio holdings

AUM $771M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.13%
55,487
127
$1.23M 0.13%
9,822
-873
128
$1.23M 0.13%
24,364
-61,069
129
$1.19M 0.12%
2,042
-59
130
$1.18M 0.12%
17,646
-1,844
131
$1.18M 0.12%
6,770
+518
132
$1.16M 0.12%
130,144
-2,838
133
$1.16M 0.12%
98,299
-8,811
134
$1.16M 0.12%
+16,786
135
$1.15M 0.12%
+23,765
136
$1.15M 0.12%
22,736
+61
137
$1.15M 0.12%
+21,698
138
$1.14M 0.12%
17,533
-4,480
139
$1.12M 0.11%
43,106
+23
140
$1.11M 0.11%
25,806
-1,001
141
$1.1M 0.11%
11,372
-3,653
142
$1.09M 0.11%
20,491
143
$1.09M 0.11%
32,115
+1,973
144
$1.09M 0.11%
3,604
+780
145
$1.08M 0.11%
56,144
146
$1.07M 0.11%
15,853
+1
147
$1.06M 0.11%
8,170
-386
148
$1.05M 0.11%
9,258
+284
149
$1.03M 0.11%
24,142
+1,127
150
$1.02M 0.1%
39,707
+33
4 5
6
7 8