LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.29B
1-Year Return
19.99%
This Quarter Return
+15.61%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$965M
AUM Growth
–
Cap. Flow
+$965M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.17%
Holding
327
New
327
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$123M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$60.7M |
| 3 |
Affirm
AFRM
|
$57.6M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$41.5M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$36.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.97% |
| 2 | Technology | 12.89% |
| 3 | Consumer Discretionary | 3.36% |
| 4 | Consumer Staples | 2.51% |
| 5 | Communication Services | 2.25% |
