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
326
$207K 0.02%
7,962
-1,848
327
$206K 0.02%
19,489
+1,489
328
$205K 0.02%
887
-223
329
$202K 0.02%
+9,134
330
$202K 0.02%
+5,151
331
$201K 0.02%
+5,601
332
$200K 0.02%
+10,142
333
$159K 0.01%
12,909
334
$119K 0.01%
21,665
-61,790
335
$114K 0.01%
+11,718
336
$94.5K 0.01%
11,226
337
$93.5K 0.01%
+12,000
338
$82.9K 0.01%
12,615
+364
339
$73.7K 0.01%
11,500
340
$68.9K 0.01%
18,135
341
$66.1K 0.01%
10,000
342
$59K 0.01%
+2,097
343
$51.6K ﹤0.01%
+2,113
344
$36.5K ﹤0.01%
10,439
345
$22.9K ﹤0.01%
1,848
346
$11.6K ﹤0.01%
856
-2
347
$8.32K ﹤0.01%
201
348
$7.47K ﹤0.01%
+1,567
349
– –
-1,130
350
– –
-12,074
11 12 13
14
15