Leo Wealth, LLC
CIK Number: 0001912202
695.67M
Market Value
343
# of Holdings
5 months
Avg. Holding Period
29.79%
Win Rate
7.96%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard ESG U.... | 104.28 | +0.31% | 693.54K | +1.56% | 72.74M | 85.99 | 6.52% |
| 2 | AFRM | Affirm Holdings... | 52.03 | +2.67% | 1.03M | -7.15% | 62.45M | 49.14 | 5.60% |
| 3 | GSLC | Goldman Sachs A... | 115.93 | +0.26% | 479.46K | +7.90% | 55.22M | 98.36 | 4.95% |
| 4 | JNJ | Johnson & Johns... | 153.43 | +0.66% | 375.7K | -26.11% | 54.33M | 156.65 | 4.87% |
| 5 | AVUS | Avantis U.S. Eq... | 96.39 | +0.35% | 443.63K | +5.70% | 43M | 83.2 | 3.85% |
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