LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$590M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$24.6M
3
+$22.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$22.1M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$20.9M

Top Sells

1
+$1.6M
2
+$1.4M
3
+$1.32M
4
MDT icon
Medtronic
MDT
+$1.31M
5
PEG icon
Public Service Enterprise Group
PEG
+$1.29M

Sector Composition

1 Financials 9.15%
2 Technology 7.39%
3 Healthcare 7%
4 Consumer Discretionary 4.08%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.14%
15,796
-755
127
$1.78M 0.14%
+41,099
128
$1.77M 0.14%
5,551
+992
129
$1.76M 0.14%
+6,155
130
$1.73M 0.13%
+7,032
131
$1.61M 0.13%
+2,009
132
$1.61M 0.12%
17,453
-59
133
$1.6M 0.12%
3,463
+1,569
134
$1.56M 0.12%
7,145
+131
135
$1.56M 0.12%
71,008
+21,774
136
$1.54M 0.12%
20,895
+7,855
137
$1.52M 0.12%
5,097
+1,381
138
$1.51M 0.12%
56,526
139
$1.47M 0.11%
138,124
-13,826
140
$1.47M 0.11%
23,927
+2,996
141
$1.45M 0.11%
15,945
+6,632
142
$1.43M 0.11%
10,824
+1,458
143
$1.43M 0.11%
27,011
+2,743
144
$1.42M 0.11%
72,014
+61,872
145
$1.41M 0.11%
+35,103
146
$1.4M 0.11%
+20,303
147
$1.39M 0.11%
+29,345
148
$1.39M 0.11%
14,372
-2,848
149
$1.37M 0.11%
+31,496
150
$1.34M 0.1%
3,473
+2,455
4 5
6
7 8