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
$1.12B
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.26M
3
+$4.52M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.04M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.72M

Top Sells

1
+$19.2M
2
+$5.55M
3
+$4.81M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$4.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Consumer Discretionary 4.62%
4 Financials 4.32%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.42M 0.13%
5,263
+11
127
$1.39M 0.12%
11,997
+7,149
128
$1.35M 0.12%
3,832
-668
129
$1.33M 0.12%
15,648
+517
130
$1.29M 0.12%
55,518
-87,533
131
$1.29M 0.12%
21,399
+4,352
132
$1.29M 0.12%
26,669
+1,487
133
$1.26M 0.11%
2,531
+1,555
134
$1.22M 0.11%
13,458
+8,246
135
$1.21M 0.11%
7,041
+557
136
$1.2M 0.11%
19,874
+16,770
137
$1.19M 0.11%
15,759
-7,691
138
$1.16M 0.1%
11,873
-2,066
139
$1.14M 0.1%
30,244
-4,218
140
$1.12M 0.1%
7,277
+4,243
141
$1.11M 0.1%
2,285
+1,029
142
$1.1M 0.1%
+9,138
143
$1.1M 0.1%
+20,333
144
$1.09M 0.1%
12,910
-5,725
145
$1.09M 0.1%
+4,278
146
$1.08M 0.1%
11,705
-16,394
147
$1.08M 0.1%
3,724
+1,241
148
$1.06M 0.1%
16,765
+911
149
$1.06M 0.1%
13,630
+394
150
$1.06M 0.1%
623
+217
4 5
6
7 8