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
101
$1.78M 0.16%
423
+155
102
$1.76M 0.16%
14,707
-629
103
$1.75M 0.16%
21,710
-5,416
104
$1.73M 0.16%
7,866
-6,133
105
$1.73M 0.16%
71,678
+3,023
106
$1.67M 0.15%
3,953
+14
107
$1.66M 0.15%
18,635
+871
108
$1.65M 0.15%
68,904
-42,693
109
$1.62M 0.15%
31,069
+1,406
110
$1.61M 0.15%
15,131
-1,052
111
$1.6M 0.15%
13,939
+1,047
112
$1.59M 0.15%
4,500
+270
113
$1.58M 0.14%
68,666
-19,201
114
$1.58M 0.14%
63,660
115
$1.54M 0.14%
23,450
+1,244
116
$1.53M 0.14%
9,019
+1,009
117
$1.53M 0.14%
17,396
+74
118
$1.53M 0.14%
59,998
+11,563
119
$1.51M 0.14%
66,736
+34,172
120
$1.51M 0.14%
3,046
-17
121
$1.45M 0.13%
25,182
+1,438
122
$1.44M 0.13%
4,472
+257
123
$1.44M 0.13%
143,686
+13,770
124
$1.44M 0.13%
34,462
+1,664
125
$1.4M 0.13%
20,960
+3,559
3 4
5
6 7