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LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.29M
3
+$1.18M
4
CMCSA icon
Comcast
CMCSA
+$1.15M
5
GSK icon
GSK
GSK
+$1.13M

Top Sells

1
+$37.4M
2
+$34.3M
3
+$26.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.8M

Sector Composition

1 Financials 12.83%
2 Technology 7.32%
3 Healthcare 7.14%
4 Consumer Discretionary 4.79%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1,000K 0.13%
4,526
+2,436
127
$987K 0.13%
+4,598
128
$986K 0.13%
8,766
+3,787
129
$980K 0.13%
8,170
-20,250
130
$978K 0.13%
12,572
-97
131
$948K 0.12%
44,661
+12,012
132
$931K 0.12%
2,639
-834
133
$924K 0.12%
8,367
134
$924K 0.12%
3,742
-144
135
$893K 0.12%
12,328
-1,016
136
$837K 0.11%
10,464
-5,481
137
$835K 0.11%
2,991
-389
138
$830K 0.11%
2,432
-5,471
139
$823K 0.11%
11,070
-9,825
140
$819K 0.11%
29,983
-799,112
141
$809K 0.1%
88,886
142
$807K 0.1%
7,947
-2,824
143
$794K 0.1%
7,867
-5,578
144
$787K 0.1%
3,812
-19,439
145
$767K 0.1%
24,519
-1,478
146
$756K 0.1%
11,269
-416
147
$734K 0.1%
5,167
+28
148
$729K 0.09%
31,193
-22,595
149
$719K 0.09%
2,971
-26
150
$708K 0.09%
6,313
-585
4 5
6
7 8