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
$980M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.1M
3
+$6.89M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$6.1M
5
ECX icon
ECARX Holdings
ECX
+$5.8M

Top Sells

1
+$9.07M
2
+$7.82M
3
+$7.6M
4
IXG icon
iShares Global Financials ETF
IXG
+$7.47M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.23M

Sector Composition

1 Technology 11.6%
2 Healthcare 10.58%
3 Consumer Discretionary 4.75%
4 Financials 3.26%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$958K 0.1%
34,413
+581
152
$949K 0.1%
+903
153
$945K 0.1%
17,401
-132
154
$894K 0.09%
4,440
+1,063
155
$881K 0.09%
14,967
+41
156
$870K 0.09%
17,599
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157
$870K 0.09%
15,498
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158
$845K 0.09%
4,970
-24
159
$841K 0.09%
39,674
-33
160
$835K 0.09%
29,703
-17,477
161
$829K 0.08%
6,855
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162
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163
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5,756
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164
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5,731
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165
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168
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3,360
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37,326
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172
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25,261
+18,359
173
$771K 0.08%
1,385
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174
$765K 0.08%
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175
$754K 0.08%
6,356
5 6
7
8 9