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
$965M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.97%
2 Technology 12.89%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.51%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$839K 0.09%
+2,824
152
$838K 0.09%
+239
153
$805K 0.08%
+13,066
154
$800K 0.08%
+10,186
155
$798K 0.08%
+2,244
156
$793K 0.08%
+14,999
157
$784K 0.08%
+10,410
158
$783K 0.08%
+12,722
159
$781K 0.08%
+4,442
160
$773K 0.08%
+13,894
161
$772K 0.08%
+14,895
162
$766K 0.08%
+3,331
163
$755K 0.08%
+5,880
164
$742K 0.08%
+25,016
165
$734K 0.08%
+31,823
166
$712K 0.07%
+9,763
167
$709K 0.07%
+6,356
168
$708K 0.07%
+32,768
169
$707K 0.07%
+14,442
170
$686K 0.07%
+4,780
171
$686K 0.07%
+88,886
172
$682K 0.07%
+27,183
173
$675K 0.07%
+5,715
174
$668K 0.07%
+29,818
175
$666K 0.07%
+2,777