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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
151
$661K 0.09%
7,855
-143
152
$657K 0.09%
9,953
-8,299
153
$657K 0.09%
3,848
-1,267
154
$650K 0.08%
4,007
-1,928
155
$639K 0.08%
12,757
-1,077
156
$638K 0.08%
12,892
-13,557
157
$607K 0.08%
+11,876
158
$605K 0.08%
13,546
-1,106
159
$580K 0.08%
973
-2
160
$579K 0.08%
10,237
-2,543
161
$570K 0.07%
+5,658
162
$566K 0.07%
17,378
-6,986
163
$565K 0.07%
12,642
-8,020
164
$563K 0.07%
2,768
-162
165
$562K 0.07%
4,003
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166
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3,079
-4,668
167
$556K 0.07%
16,223
-3,994
168
$555K 0.07%
5,532
+498
169
$553K 0.07%
173,302
170
$529K 0.07%
6,308
-5,492
171
$518K 0.07%
7,670
+63
172
$514K 0.07%
4,655
-734
173
$509K 0.07%
1,205
-83
174
$505K 0.07%
34,991
175
$503K 0.07%
25,320
+224
5 6
7
8 9