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
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%
5,118
-37
306
$249K 0.02%
2,821
-23
307
$247K 0.02%
4,858
-4,233
308
$243K 0.02%
+3,387
309
$237K 0.02%
+5,726
310
$235K 0.02%
2,039
+14
311
$233K 0.02%
+3,104
312
$231K 0.02%
8,613
+15
313
$230K 0.02%
2,706
314
$230K 0.02%
2,384
-3
315
$229K 0.02%
+4,827
316
$228K 0.02%
1,275
-1,975
317
$226K 0.02%
+4,387
318
$225K 0.02%
+9,486
319
$220K 0.02%
1,675
-80
320
$218K 0.02%
+600
321
$216K 0.02%
+1,785
322
$212K 0.02%
341
+27
323
$211K 0.02%
780
+48
324
$208K 0.02%
+4,261
325
$208K 0.02%
+873
11 12
13
14 15