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
176
$725K 0.07%
88,886
177
$721K 0.07%
14,402
-40
178
$719K 0.07%
5,612
+664
179
$715K 0.07%
32,258
+2,440
180
$706K 0.07%
9,799
+36
181
$702K 0.07%
4,994
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182
$696K 0.07%
3,997
+480
183
$689K 0.07%
9,846
-147
184
$678K 0.07%
23,214
-1,100
185
$664K 0.07%
+11,658
186
$662K 0.07%
16,816
+1,518
187
$649K 0.07%
6,152
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188
$647K 0.07%
14,500
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189
$644K 0.07%
3,597
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190
$642K 0.07%
8,044
191
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14,488
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192
$623K 0.06%
5,639
193
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15,228
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194
$608K 0.06%
27,723
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195
$605K 0.06%
4,966
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196
$593K 0.06%
8,487
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197
$593K 0.06%
3,377
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198
$593K 0.06%
14,171
199
$591K 0.06%
4,070
+118
200
$561K 0.06%
7,045
-414
6 7
8
9 10