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
151
$1.04M 0.1%
18,193
-2,550
152
$1.04M 0.1%
17,047
+1,549
153
$1.03M 0.09%
19,485
+1,886
154
$1.03M 0.09%
39,711
+37
155
$1M 0.09%
11,398
+546
156
$993K 0.09%
6,484
+144
157
$975K 0.09%
1,667
-331
158
$960K 0.09%
3,724
+500
159
$933K 0.09%
15,005
+38
160
$926K 0.08%
18,397
+2,820
161
$923K 0.08%
39,244
+6,745
162
$919K 0.08%
12,240
+2,057
163
$908K 0.08%
6,719
-136
164
$906K 0.08%
5,404
+2,194
165
$901K 0.08%
10,106
+35
166
$900K 0.08%
16,481
+1,204
167
$882K 0.08%
3,251
-109
168
$875K 0.08%
5,120
+150
169
$863K 0.08%
24,998
+3,665
170
$839K 0.08%
4,057
-1,363
171
$836K 0.08%
26,054
+793
172
$833K 0.08%
406
+1
173
$823K 0.08%
4,362
+288
174
$821K 0.08%
16,092
-989
175
$819K 0.07%
12,406
-91
5 6
7
8 9