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
$965M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$220K 0.02%
+12,026
302
$217K 0.02%
+3,544
303
$216K 0.02%
+458
304
$215K 0.02%
+2,799
305
$215K 0.02%
+263
306
$209K 0.02%
+2,111
307
$208K 0.02%
+2,014
308
$207K 0.02%
+3,957
309
$207K 0.02%
+2,317
310
$206K 0.02%
+5,107
311
$205K 0.02%
+2,706
312
$205K 0.02%
+851
313
$202K 0.02%
+669
314
$202K 0.02%
+3,332
315
$201K 0.02%
+320
316
$201K 0.02%
+1,132
317
$95K 0.01%
+11,226
318
$83.1K 0.01%
+11,500
319
$62K 0.01%
+11,412
320
$61.1K 0.01%
+18,135
321
$59.9K 0.01%
+1,848
322
$43.3K ﹤0.01%
+856
323
$34.1K ﹤0.01%
+10,000
324
$25.5K ﹤0.01%
+201
325
$10.3K ﹤0.01%
+742