LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
-6.33%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.65B
AUM Growth
+$1.65B
(-5.6%)
Cap. Flow
+$33.6M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
46.35%
Holding
294
New
9
Increased
142
Reduced
79
Closed
10
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$6.12M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.27M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.58M |
| 4 |
Palo Alto Networks
PANW
|
$2.14M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.83M |
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$628K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$567K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$526K |
| 4 |
Intel
INTC
|
$475K |
| 5 |
Exxon Mobil
XOM
|
$438K |
Sector Composition
| 1 | Technology | 8.48% |
| 2 | Healthcare | 6.11% |
| 3 | Financials | 5.59% |
| 4 | Energy | 5.24% |
| 5 | Industrials | 4.46% |
