LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+3.53%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.07B
AUM Growth
+$1.07B
(+4.5%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
59.45%
Holding
270
New
22
Increased
130
Reduced
84
Closed
10
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.49M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$5.17M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.15M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.91M |
| 5 |
IBTX
Independent Bank Group, Inc.
IBTX
|
$1.59M |
Top Sells
Sector Composition
| 1 | Energy | 11.31% |
| 2 | Materials | 4.01% |
| 3 | Industrials | 3.66% |
| 4 | Financials | 3.41% |
| 5 | Healthcare | 3.39% |
