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
1
$82.4M 7.53%
508,483
+4,189
2
$69.4M 6.34%
682,919
+7,041
3
$50.2M 4.59%
444,368
+63,354
4
$47.6M 4.35%
774,412
+14,777
5
$45.1M 4.12%
1,104,513
-38,706
6
$39.9M 3.65%
419,713
+14,033
7
$32.4M 2.96%
139,213
-2,414
8
$32.3M 2.95%
329,439
+31,226
9
$25.7M 2.35%
138,074
-13,435
10
$22.5M 2.05%
340,076
+15,603
11
$20.2M 1.85%
217,240
+9,472
12
$19.7M 1.8%
699,492
+102,039
13
$19.3M 1.76%
285,810
+4,844
14
$18.9M 1.72%
166,888
+24,434
15
$18.4M 1.69%
42,867
+7,317
16
$18.4M 1.68%
366,072
+40,193
17
$15.5M 1.42%
594,852
+417,048
18
$15.4M 1.41%
329,893
+56,626
19
$14.4M 1.32%
236,184
+132,082
20
$13.5M 1.23%
27,611
+75
21
$11.6M 1.06%
25,186
+6,766
22
$9.97M 0.91%
41,433
-1,649
23
$9.57M 0.87%
78,782
-5,427
24
$8.12M 0.74%
176,523
+10,197
25
$7.97M 0.73%
20,757
-343
1
2 3 4 5