US Focused Equity ETF

by
Leo Wealth
A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes, with an emphasis placed on maximizing growth.

Strategy Description

An investment strategy with an emphasis placed on maximizing growth. It is characterized by a willingness to accept above-average risk in pursuit of above-average returns. It will likely favor equity investments over fixed income investments (often excluding fixed income), especially stocks of rapidly growing companies. The strategy is based on an investment time horizon of at least five (5) years but may, on occasion, consider opportunities presented by market cycle or fluctuations.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)28.4112.2320.24-17.2623.399.09
Annualized ReturnStandard DeviationDividend Yield
Portfolio12.23%14.62%2.2%

Allocation Breakdown

Asset Class


Equity95.37%
Fixed Income1.41%
Commodities2.8%
Cash0.42%

Geo


North America79.68%
Greater Europe8.58%
Asia9.98%
Central/Latin America0.45%

Sector


Financials 17.11%
Industrials9.02%
Consumer Discretionary11.12%
Real Estate1.76%
Consumer Staples 5.49%
Materials 3.16%
Healthcare10.37%
Utilities1.09%
Technology25.43%
Energy2.54%
Communications8.15%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF32.77%
2. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF20.38%
3. Avantis US Equity ETF18.24%
4. Vanguard ESG International Stock ETF9.96%
5. Invesco QQQ Trust Series 13.16%
6. iShares Global Financials ETF3.15%
7. WisdomTree Enhanced Commodity Strategy Fund2.80%
8. iShares MSCI Intl Value Factor ETF1.97%
9. iShares MSCI Intl Quality Factor ETF1.97%
10. JPMorgan BetaBuilders Japan ETF1.93%

Related Investments

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