LWL

Leo Wealth LLC Portfolio holdings

AUM $771M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1M 0.1%
43,821
152
$999K 0.1%
3,550
+195
153
$998K 0.1%
10,569
-39
154
$957K 0.1%
2,636
+563
155
$908K 0.09%
4,438
+208
156
$907K 0.09%
9,404
-578
157
$901K 0.09%
36,196
+9,013
158
$897K 0.09%
15,467
+1,573
159
$895K 0.09%
7,267
-124
160
$879K 0.09%
4,833
+391
161
$872K 0.09%
244
+5
162
$859K 0.09%
6,715
+1,058
163
$850K 0.09%
14,926
+31
164
$837K 0.09%
26,046
+1,166
165
$821K 0.08%
2,377
+133
166
$806K 0.08%
33,832
-17,295
167
$804K 0.08%
13,210
+3,150
168
$796K 0.08%
6,066
+186
169
$794K 0.08%
12,722
170
$777K 0.08%
12,892
-174
171
$772K 0.08%
3,085
+308
172
$771K 0.08%
2,468
+1,128
173
$769K 0.08%
6,356
174
$766K 0.08%
+36,945
175
$760K 0.08%
12,012
-2,987
5 6
7
8 9