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
51
$4.17M 0.38%
38,140
-4,647
52
$3.98M 0.36%
103,455
+5,420
53
$3.82M 0.35%
173,587
+3,522
54
$3.71M 0.34%
22,217
+2,782
55
$3.67M 0.34%
81,789
+186
56
$3.51M 0.32%
151,611
+481
57
$3.47M 0.32%
7,019
-91
58
$3.36M 0.31%
151,446
+159
59
$3.35M 0.31%
143,051
-10,718
60
$3.22M 0.29%
60,548
+3,223
61
$3.2M 0.29%
66,431
+30,780
62
$3.2M 0.29%
8,530
-30
63
$3.11M 0.28%
17,830
+1,570
64
$3.09M 0.28%
47,782
+369
65
$2.99M 0.27%
14,469
-24
66
$2.87M 0.26%
139,196
+7,648
67
$2.75M 0.25%
30,530
+962
68
$2.72M 0.25%
37,303
+5,555
69
$2.7M 0.25%
13,939
-17
70
$2.68M 0.25%
110,061
+29,353
71
$2.67M 0.24%
6,598
-449
72
$2.56M 0.23%
14,865
+1,705
73
$2.56M 0.23%
2,892
-623
74
$2.56M 0.23%
14,776
-431
75
$2.55M 0.23%
8,992
-1,260
1 2
3
4 5