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
126
$1.38M 0.13%
5,252
-332
127
$1.38M 0.13%
70,630
+14,486
128
$1.36M 0.12%
10,570
+4,214
129
$1.35M 0.12%
59,422
+3,935
130
$1.35M 0.12%
58,380
+14,559
131
$1.33M 0.12%
9,362
-185
132
$1.31M 0.12%
18,240
-965
133
$1.29M 0.12%
61,233
134
$1.29M 0.12%
11,329
-917
135
$1.24M 0.11%
1,754
+243
136
$1.23M 0.11%
35,444
+3,089
137
$1.23M 0.11%
4,691
+251
138
$1.23M 0.11%
106,842
+7,890
139
$1.21M 0.11%
8,246
+1,354
140
$1.19M 0.11%
1,917
-132
141
$1.17M 0.11%
13,236
+1,976
142
$1.16M 0.11%
17,919
+1,047
143
$1.13M 0.1%
15,854
144
$1.13M 0.1%
43,186
+43
145
$1.09M 0.1%
173,302
+1,417
146
$1.07M 0.1%
36,078
+1,665
147
$1.07M 0.1%
6,274
+543
148
$1.06M 0.1%
1,011
+108
149
$1.06M 0.1%
23,103
150
$1.04M 0.1%
13,525
+1,955
4 5
6
7 8