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
$1.12B
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.26M
3
+$4.52M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.04M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.72M

Top Sells

1
+$19.2M
2
+$5.55M
3
+$4.81M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$4.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Consumer Discretionary 4.62%
4 Financials 4.32%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.09%
38,307
+2,229
152
$1.05M 0.09%
44,952
+32,041
153
$1.04M 0.09%
173,302
154
$1.04M 0.09%
6,225
-49
155
$1.01M 0.09%
+21,539
156
$1.01M 0.09%
1,946
+29
157
$1M 0.09%
10,096
+5,216
158
$963K 0.09%
5,292
+172
159
$960K 0.09%
18,407
+214
160
$952K 0.09%
22,761
-342
161
$949K 0.09%
35,767
+11,722
162
$942K 0.08%
13,097
+857
163
$915K 0.08%
42,818
+31,228
164
$913K 0.08%
12,338
-68
165
$904K 0.08%
14,177
-828
166
$900K 0.08%
69,290
-101,505
167
$887K 0.08%
1,280
+850
168
$886K 0.08%
6,752
+33
169
$863K 0.08%
5,336
-68
170
$859K 0.08%
3,765
+2,468
171
$846K 0.08%
14,965
+5,085
172
$836K 0.07%
39,674
-37
173
$831K 0.07%
9,706
-1,692
174
$819K 0.07%
35,909
-32,757
175
$815K 0.07%
+38,234
5 6
7
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