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
$1.53B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.25M
3
+$6.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.38M
5
VTV icon
Vanguard Value ETF
VTV
+$4.81M

Top Sells

1
+$11.3M
2
+$3.57M
3
+$2.68M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.21M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$959K

Sector Composition

1 Energy 7.55%
2 Technology 6.99%
3 Financials 5.72%
4 Healthcare 4.67%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$978K 0.06%
31,416
+754
227
$978K 0.06%
+8,612
228
$975K 0.06%
+7,893
229
$970K 0.06%
12,720
+164
230
$967K 0.06%
+18,580
231
$966K 0.06%
+52,506
232
$963K 0.06%
30,059
+2,857
233
$960K 0.06%
+15,003
234
$937K 0.06%
+36,690
235
$932K 0.06%
+16,354
236
$929K 0.06%
11,792
+9,203
237
$904K 0.06%
+9,506
238
$900K 0.06%
20,013
+5,817
239
$898K 0.06%
9,908
+610
240
$897K 0.06%
29,057
+7
241
$892K 0.06%
+3,525
242
$892K 0.06%
+27,167
243
$891K 0.06%
3,358
+116
244
$890K 0.06%
4,994
+1,969
245
$884K 0.06%
+11,506
246
$873K 0.06%
6,004
+373
247
$873K 0.06%
27,940
248
$867K 0.06%
+8,212
249
$867K 0.06%
+7,920
250
$855K 0.06%
+15,899
8 9
10
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