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
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.8M 8.06%
497,915
-283,654
2
$68.1M 6.97%
732,257
+43,678
3
$45.5M 4.65%
791,666
+48,481
4
$42.6M 4.36%
1,143,184
-29,927
5
$41.6M 4.25%
400,920
+23,564
6
$36.8M 3.76%
411,427
+22,937
7
$29.5M 3.02%
314,764
+30,261
8
$26M 2.67%
152,562
+3,381
9
$25.4M 2.6%
140,525
+3,140
10
$19.3M 1.97%
204,848
+11,330
11
$15.8M 1.62%
146,734
-6,627
12
$15.5M 1.58%
307,343
-19,554
13
$14.8M 1.51%
34,999
+1,414
14
$14.2M 1.46%
318,121
+116,519
15
$13.1M 1.35%
29,589
+1,463
16
$12.7M 1.3%
476,499
+33,108
17
$11.7M 1.2%
190,631
+39,503
18
$10.9M 1.11%
116,392
+10,564
19
$9.81M 1%
247,530
+9,903
20
$9.69M 0.99%
107,190
+5,980
21
$9.52M 0.97%
206,205
+19,782
22
$9.36M 0.96%
43,174
+120
23
$9.07M 0.93%
201,694
+18,660
24
$8.06M 0.82%
93,247
+4,807
25
$8.01M 0.82%
284,207
+12,450
1
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