LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+4.52%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$883M
AUM Growth
+$883M
(+3.8%)
Cap. Flow
-$247K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
59.51%
Holding
275
New
13
Increased
116
Reduced
94
Closed
22
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.37M |
| 2 |
United Parcel Service
UPS
|
$3.45M |
| 3 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
$3.05M |
| 4 |
Chubb
CB
|
$1.66M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.38M |
Top Sells
Sector Composition
| 1 | Energy | 12.18% |
| 2 | Healthcare | 3.64% |
| 3 | Industrials | 3.48% |
| 4 | Technology | 3.17% |
| 5 | Financials | 2.99% |
