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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
176
$499K 0.06%
39,952
+119
177
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24,034
+221
178
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1,014
-2,765
179
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10,000
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183
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184
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186
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-2,730
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188
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189
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2,181
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2,794
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3,113
197
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4,540
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198
$428K 0.06%
1,984
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199
$420K 0.05%
10,722
+46
200
$419K 0.05%
8,118
-5,069
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