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
$1.22B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$2.35M
3
+$1.88M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.84M
5
TFC icon
Truist Financial
TFC
+$1.48M

Top Sells

1
+$8.07M
2
+$7M
3
+$6.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.69M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.31M

Sector Composition

1 Energy 9.62%
2 Financials 4.35%
3 Healthcare 4.12%
4 Industrials 4.06%
5 Technology 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$285K 0.02%
15,756
+11
227
$284K 0.02%
4,004
+174
228
$283K 0.02%
+4,181
229
$282K 0.02%
+3,337
230
$282K 0.02%
3,083
+270
231
$278K 0.02%
1,261
-373
232
$273K 0.02%
2,283
+286
233
$266K 0.02%
4,759
+1
234
$263K 0.02%
+19,272
235
$261K 0.02%
+2,161
236
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2,265
-65
237
$252K 0.02%
6,142
-862
238
$251K 0.02%
13,209
+1,886
239
$251K 0.02%
2,500
240
$248K 0.02%
4,618
-98
241
$247K 0.02%
2,030
+1
242
$247K 0.02%
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243
$243K 0.02%
3,114
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244
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7,611
-2,373
245
$241K 0.02%
7,910
+16
246
$240K 0.02%
1,470
+80
247
$238K 0.02%
3,240
-1,437
248
$233K 0.02%
914
-17
249
$230K 0.02%
921
+19
250
$225K 0.02%
1,926
-87
8 9
10
11 12