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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
1
$67.6M 8.76%
924,770
-73,321
2
$44.7M 5.79%
377,107
-301,539
3
$42.9M 5.56%
617,714
-198,298
4
$31.6M 4.09%
242,356
-197,603
5
$30.5M 3.95%
164,419
-218,466
6
$29.1M 3.77%
267,315
-197,809
7
$23.7M 3.07%
471,246
-62,190
8
$20.3M 2.63%
92,331
-41,888
9
$19.7M 2.55%
77,349
-56,501
10
$15.4M 2%
159,749
-217,490
11
$14.3M 1.85%
193,969
-96,761
12
$10.6M 1.37%
95,113
-125,666
13
$10.5M 1.37%
112,721
-127,989
14
$9.33M 1.21%
7,998
-832
15
$9.26M 1.2%
116,089
-61,247
16
$8.99M 1.17%
45,302
-623
17
$8.58M 1.11%
16,571
-24,155
18
$8.52M 1.11%
28,053
-1,058
19
$8.18M 1.06%
92,282
-47,890
20
$7.79M 1.01%
11,692
-2,058
21
$7.68M 1%
35,613
-1,674
22
$7.62M 0.99%
15,153
-15,602
23
$7.39M 0.96%
283,933
-27,577
24
$7.14M 0.93%
156,252
-236,054
25
$7.03M 0.91%
37,663
-35,741
1
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