LWL

Leo Wealth LLC Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$10.5M
2
+$7.83M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$3.13M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.02M

Top Sells

1
+$7.36M
2
+$3.25M
3
+$2.45M
4
WIRE
Encore Wire Corp
WIRE
+$2.32M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.31M

Sector Composition

1 Healthcare 10.34%
2 Technology 7.66%
3 Financials 7.45%
4 Consumer Discretionary 4.15%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$796K 0.07%
12,589
+10
177
$775K 0.07%
88,886
178
$756K 0.07%
2,483
-17
179
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+2,319
180
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12,343
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181
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182
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38,878
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183
$717K 0.07%
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184
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185
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186
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13,783
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187
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188
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189
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190
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195
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196
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15,177
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198
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12,356
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200
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