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
$2.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.57M
3
+$2.11M
4
CADE icon
Cadence Bank
CADE
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$2.24M
2
+$1.69M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VRSK icon
Verisk Analytics
VRSK
+$1.14M

Sector Composition

1 Technology 9.98%
2 Financials 6.2%
3 Healthcare 5.53%
4 Energy 5.03%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$494K 0.02%
16,485
-1,095
227
$489K 0.02%
6,226
-1
228
$487K 0.02%
9,330
229
$480K 0.02%
956
+43
230
$469K 0.02%
1,689
-82
231
$468K 0.02%
11,977
-511
232
$464K 0.02%
16,635
-1
233
$454K 0.02%
2,675
234
$452K 0.02%
21,761
+4,264
235
$446K 0.02%
26,147
236
$443K 0.02%
20,270
-889
237
$441K 0.02%
+5,800
238
$436K 0.02%
6,016
+10
239
$434K 0.02%
4,792
-83
240
$415K 0.02%
1,189
241
$405K 0.02%
1,438
242
$403K 0.02%
15,145
243
$403K 0.02%
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244
$396K 0.02%
1,356
-366
245
$394K 0.02%
2,465
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246
$389K 0.02%
2,759
-32
247
$382K 0.02%
1,904
248
$375K 0.02%
1,281
249
$365K 0.02%
2,042
-12
250
$363K 0.02%
16,900
+4
8 9
10
11 12