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
201
$354K 0.05%
+12,632
202
$350K 0.05%
6,231
-3,222
203
$347K 0.05%
3,003
-552
204
$347K 0.05%
4,275
205
$344K 0.05%
4,789
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206
$343K 0.05%
5,915
+548
207
$339K 0.05%
4,152
-2,050
208
$335K 0.05%
1,821
+53
209
$333K 0.05%
23,000
210
$330K 0.05%
4,179
-2
211
$326K 0.05%
13,016
+56
212
$325K 0.05%
3,852
-4,610
213
$324K 0.05%
+4,490
214
$321K 0.05%
1,884
-11
215
$316K 0.05%
3,872
-4,263
216
$316K 0.05%
1,014
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217
$314K 0.05%
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218
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+6,406
219
$311K 0.04%
1,730
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220
$307K 0.04%
20,179
-755
221
$302K 0.04%
2,363
-32
222
$301K 0.04%
6,039
-5,570
223
$300K 0.04%
8,271
224
$292K 0.04%
10,000
-663
225
$292K 0.04%
9,425
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10 11