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
26
$7.76M 0.71%
79,063
+4,729
27
$7.56M 0.69%
163,573
+7,815
28
$7.49M 0.68%
392,221
+11,170
29
$7.22M 0.66%
36,469
-592
30
$7.2M 0.66%
7,583
-3,761
31
$6.43M 0.59%
11,209
+2,581
32
$5.92M 0.54%
124,572
-169
33
$5.71M 0.52%
284,017
-725
34
$5.3M 0.48%
2,773,517
-42,300
35
$5.28M 0.48%
210,204
-13,933
36
$5.09M 0.47%
98,266
+4,813
37
$5M 0.46%
9,478
+2,107
38
$4.99M 0.46%
42,631
+5,116
39
$4.75M 0.43%
85,351
+29,284
40
$4.72M 0.43%
40,275
+1,463
41
$4.69M 0.43%
8,122
-450
42
$4.44M 0.41%
176,052
-32,258
43
$4.42M 0.4%
26,661
-865
44
$4.39M 0.4%
22,228
+1,445
45
$4.39M 0.4%
22,244
+21
46
$4.37M 0.4%
7,642
+1,137
47
$4.32M 0.4%
44,087
-76,331
48
$4.32M 0.4%
19,550
+539
49
$4.24M 0.39%
35,763
+123
50
$4.19M 0.38%
172,436
-8,301
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