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LW

Linscomb Wealth Portfolio holdings

AUM $2.25B
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.66M
3
+$3.24M
4
CB icon
Chubb
CB
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.31M

Top Sells

1
+$2.51M
2
+$1.38M
3
+$1.32M
4
CVY icon
Invesco Zacks Multi-Asset Income ETF
CVY
+$1.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M

Sector Composition

1 Energy 12.14%
2 Healthcare 3.64%
3 Industrials 3.51%
4 Technology 3.17%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$86K 0.01%
16,340
252
$10K ﹤0.01%
50,000
253
$2K ﹤0.01%
20,000
+10,000
254
– –
-2,717
255
– –
-16,765
256
– –
-2,866
257
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-10,250
258
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-2,513
259
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-20,019
260
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-9,621
261
– –
-9,539
262
– –
-9,134
263
– –
-1,291
264
– –
-15,167
265
– –
-24,187
266
– –
-3,745
267
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-1,328
268
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-8,564
269
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-17,050
270
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-7,733
271
– –
-43,708
272
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-10,094
273
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-44,019
274
– –
-4,581
275
– –
-4,511
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