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
$1.07B
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.17M
3
+$2.15M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M
5
IBTX
Independent Bank Group, Inc.
IBTX
+$1.59M

Top Sells

1
+$5.29M
2
+$2.26M
3
+$1.6M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.32M
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$851K

Sector Composition

1 Energy 11.31%
2 Materials 4.01%
3 Industrials 3.66%
4 Financials 3.41%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.02%
3,642
+6
227
$252K 0.02%
+1,636
228
$250K 0.02%
3,165
-172
229
$250K 0.02%
2,500
230
$249K 0.02%
2,076
231
$247K 0.02%
3,225
-31
232
$247K 0.02%
16,072
+55
233
$247K 0.02%
10,270
-11,963
234
$245K 0.02%
9,077
+51
235
$236K 0.02%
3,274
+24
236
$234K 0.02%
6,716
-582
237
$233K 0.02%
+3,672
238
$233K 0.02%
+4,600
239
$232K 0.02%
7,446
-232
240
$228K 0.02%
1,608
+22
241
$226K 0.02%
+2,596
242
$222K 0.02%
2,255
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243
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+1,980
244
$217K 0.02%
2,584
-2
245
$216K 0.02%
6,900
246
$215K 0.02%
2,490
-220
247
$215K 0.02%
3,100
-500
248
$214K 0.02%
+3,501
249
$211K 0.02%
+1,220
250
$203K 0.02%
4,044
-464
7 8 9
10
11