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
$1.09B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.08M
3
+$7.16M
4
MSFT icon
Microsoft
MSFT
+$3.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.11M

Top Sells

1
+$7.49M
2
+$3.57M
3
+$2.5M
4
WIRE
Encore Wire Corp
WIRE
+$2.32M
5
AFRM icon
Affirm
AFRM
+$1.58M

Sector Composition

1 Technology 11.78%
2 Healthcare 10.34%
3 Consumer Discretionary 4.15%
4 Financials 3.33%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.02%
+1,177
302
$258K 0.02%
+618
303
$257K 0.02%
+11,590
304
$253K 0.02%
2,774
-139
305
$250K 0.02%
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-37
306
$249K 0.02%
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-23
307
$247K 0.02%
4,858
-4,233
308
$243K 0.02%
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309
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+5,726
310
$235K 0.02%
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+14
311
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312
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8,613
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313
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2,706
314
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315
$229K 0.02%
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316
$228K 0.02%
255
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317
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318
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319
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320
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321
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322
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341
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323
$211K 0.02%
780
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324
$208K 0.02%
+4,261
325
$208K 0.02%
+873
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