LW

Linscomb Wealth Portfolio holdings

AUM $2.18B
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$54.6M
2 +$48.6M
3 +$45.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$42.6M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$42.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.11%
2 Healthcare 1.97%
3 Industrials 1.84%
4 Consumer Staples 1.71%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$91K 0.01%
+17,708
227
$79K 0.01%
+12,000
228
$64K 0.01%
+17,500
229
$45K 0.01%
+1,000
230
$30K ﹤0.01%
+1,442
231
$9K ﹤0.01%
+100
232
$7K ﹤0.01%
+24,462