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
$980M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.1M
3
+$6.89M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$6.1M
5
ECX icon
ECARX Holdings
ECX
+$5.8M

Top Sells

1
+$9.07M
2
+$7.82M
3
+$7.6M
4
IXG icon
iShares Global Financials ETF
IXG
+$7.47M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.23M

Sector Composition

1 Technology 11.6%
2 Healthcare 10.58%
3 Consumer Discretionary 4.75%
4 Financials 3.26%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.2M 0.12%
48,435
+12,239
127
$1.19M 0.12%
22,206
+508
128
$1.17M 0.12%
16,183
-7,104
129
$1.16M 0.12%
5,420
+982
130
$1.15M 0.12%
+12,497
131
$1.15M 0.12%
23,744
-21
132
$1.15M 0.12%
129,916
-228
133
$1.15M 0.12%
22,922
+186
134
$1.13M 0.12%
2,049
+7
135
$1.13M 0.12%
16,872
+86
136
$1.12M 0.11%
43,143
+37
137
$1.1M 0.11%
20,743
+252
138
$1.08M 0.11%
6,892
-1,867
139
$1.08M 0.11%
56,144
140
$1.06M 0.11%
15,854
+1
141
$1.05M 0.11%
32,355
+240
142
$1.04M 0.11%
268
+24
143
$1.02M 0.1%
1,511
+190
144
$1.01M 0.1%
43,821
145
$1M 0.1%
1,998
+886
146
$989K 0.1%
98,952
+653
147
$989K 0.1%
10,852
+283
148
$984K 0.1%
23,103
-10,405
149
$970K 0.1%
17,222
-113,763
150
$965K 0.1%
11,260
-112
4 5
6
7 8