LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$6.55M
2
+$5.21M
3
+$4.43M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.08M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$2.78M

Top Sells

1
+$20.6M
2
+$5.67M
3
+$4.44M
4
AFRM icon
Affirm
AFRM
+$4.39M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.32M

Sector Composition

1 Financials 9.92%
2 Technology 7.96%
3 Healthcare 7.24%
4 Consumer Discretionary 4.62%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$809K 0.07%
25,796
+4,717
177
$804K 0.07%
15,378
-714
178
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179
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180
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24,529
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182
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183
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185
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18,244
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186
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187
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189
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196
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197
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198
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199
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2,964
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200
$640K 0.06%
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