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
76
$2.55M 0.23%
40,598
+46
77
$2.48M 0.23%
2,800
-549
78
$2.36M 0.22%
18,719
-250
79
$2.36M 0.22%
28,099
+2,752
80
$2.32M 0.21%
194,030
+17,175
81
$2.32M 0.21%
8,473
+783
82
$2.3M 0.21%
25,544
+634
83
$2.3M 0.21%
218,123
+22,415
84
$2.3M 0.21%
302,334
+29,607
85
$2.29M 0.21%
170,795
+5,717
86
$2.26M 0.21%
208,584
+19,593
87
$2.24M 0.2%
198,577
+19,082
88
$2.12M 0.19%
26,260
-1,873
89
$2.12M 0.19%
7,698
-354
90
$2.1M 0.19%
18,190
+1,198
91
$2.1M 0.19%
18,393
+1,584
92
$2.04M 0.19%
8,405
+985
93
$2M 0.18%
32,096
-366
94
$1.93M 0.18%
46,489
-6,534
95
$1.93M 0.18%
12,084
-12
96
$1.92M 0.18%
78,313
97
$1.9M 0.17%
57,661
+995
98
$1.88M 0.17%
70,672
+62
99
$1.85M 0.17%
52,774
-1,665
100
$1.78M 0.16%
8,464
-1,038
2 3
4
5 6