LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+3.69%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$762M
AUM Growth
+$762M
(+4.2%)
Cap. Flow
+$7.65M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
51.81%
Holding
251
New
16
Increased
128
Reduced
64
Closed
9
Top Buys
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$5.85M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$3.87M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.99M |
| 4 |
WisdomTree US High Dividend Fund
DHS
|
$2M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.93M |
Top Sells
Sector Composition
| 1 | Energy | 12.64% |
| 2 | Industrials | 2.19% |
| 3 | Healthcare | 2.14% |
| 4 | Technology | 1.82% |
| 5 | Consumer Staples | 1.69% |
