LWL

Leo Wealth LLC Portfolio holdings

AUM $1.29B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$60.7M
3
+$57.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.5M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$523K 0.05%
+7,484
202
$523K 0.05%
+1,006
203
$514K 0.05%
+7,921
204
$494K 0.05%
+5,721
205
$490K 0.05%
+2,274
206
$490K 0.05%
+656
207
$490K 0.05%
+315
208
$490K 0.05%
+20,262
209
$482K 0.05%
+8,131
210
$477K 0.05%
+2,376
211
$449K 0.05%
+1,600
212
$449K 0.05%
+34,991
213
$443K 0.05%
+868
214
$433K 0.04%
+11,928
215
$433K 0.04%
+5,687
216
$430K 0.04%
+2,823
217
$430K 0.04%
+2,643
218
$427K 0.04%
+3,413
219
$423K 0.04%
+10,000
220
$423K 0.04%
+2,030
221
$423K 0.04%
+3,897
222
$412K 0.04%
+3,865
223
$411K 0.04%
+10,481
224
$401K 0.04%
+4,260
225
$401K 0.04%
+4,843
7 8
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