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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
201
$412K 0.05%
867
-38
202
$411K 0.05%
3,072
-133
203
$409K 0.05%
175
-602
204
$407K 0.05%
17,617
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205
$393K 0.05%
15,412
+2,313
206
$383K 0.05%
16,701
-16,757
207
$373K 0.05%
3,377
-2,098
208
$368K 0.05%
5,004
+2
209
$367K 0.05%
1,064
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210
$366K 0.05%
6,015
+106
211
$364K 0.05%
3,897
-2,505
212
$363K 0.05%
1,822
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213
$359K 0.05%
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214
$355K 0.05%
4,236
-1,702
215
$352K 0.05%
13,771
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216
$342K 0.04%
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217
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1,598
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218
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219
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3,801
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220
$329K 0.04%
8,665
-52,332
221
$329K 0.04%
2,067
-91
222
$328K 0.04%
8,271
223
$326K 0.04%
6,051
-5,632
224
$322K 0.04%
4,112
-1,632
225
$318K 0.04%
1,432
-407
7 8
9
10 11