LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.83M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$3.13M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.02M

Top Sells

1
+$7.36M
2
+$3.25M
3
+$2.45M
4
WIRE
Encore Wire Corp
WIRE
+$2.32M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.31M

Sector Composition

1 Healthcare 10.34%
2 Technology 7.66%
3 Financials 7.45%
4 Consumer Discretionary 4.15%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$394K 0.04%
10,490
252
$391K 0.04%
+7,545
253
$380K 0.03%
6,048
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254
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255
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+3
256
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1,342
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257
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258
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259
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260
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264
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265
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23,000
266
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267
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273
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1,033
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274
$311K 0.03%
2,192
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275
$310K 0.03%
+2,298
9 10
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