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
$2.02B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.53M
3
+$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$2.06M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.12M

Top Sells

1
+$8.09M
2
+$7.61M
3
+$4.05M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.83M

Sector Composition

1 Technology 10.37%
2 Financials 5.91%
3 Energy 5.49%
4 Healthcare 4.86%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$436K 0.02%
1,334
-30
227
$432K 0.02%
836
-123
228
$420K 0.02%
10,346
229
$397K 0.02%
3,774
-70
230
$395K 0.02%
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+37
231
$393K 0.02%
2,656
232
$382K 0.02%
2,065
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233
$378K 0.02%
4,110
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234
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235
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3,093
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236
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2,181
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237
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2,080
238
$357K 0.02%
5,880
239
$355K 0.02%
1,081
240
$351K 0.02%
11,831
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241
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242
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244
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15,906
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245
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246
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247
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3,455
248
$305K 0.02%
521
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249
$304K 0.02%
695
250
$302K 0.02%
1,311
8 9
10
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