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
$696M
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.72M
3
+$3.88M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.71M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$2.02M

Top Sells

1
+$30.8M
2
+$26M
3
+$21.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$21.4M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.6M

Sector Composition

1 Healthcare 12.69%
2 Technology 12.46%
3 Consumer Discretionary 4.78%
4 Financials 4.59%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$495K 0.07%
7,291
-2,257
177
$486K 0.07%
11,797
+642
178
$485K 0.07%
+24,663
179
$473K 0.07%
1,783
+211
180
$468K 0.07%
19,295
-264
181
$464K 0.07%
7,505
+1,527
182
$463K 0.07%
+10,391
183
$459K 0.07%
34,991
184
$454K 0.07%
3,100
+93
185
$442K 0.06%
7,029
-940
186
$424K 0.06%
6,946
-8,019
187
$415K 0.06%
18,126
-1,899
188
$410K 0.06%
2,795
-60
189
$400K 0.06%
11,462
-6,782
190
$400K 0.06%
205
-418
191
$393K 0.06%
6,038
-3,782
192
$393K 0.06%
2,270
-9,648
193
$390K 0.06%
1,018
-113
194
$384K 0.06%
10,538
195
$382K 0.05%
820
-95
196
$379K 0.05%
7,031
-181
197
$375K 0.05%
9,908
-4,491
198
$374K 0.05%
5,002
199
$370K 0.05%
2,171
-3,121
200
$364K 0.05%
1,162
-123
6 7
8
9 10