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
$1.37B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$10.2M
3
+$9.23M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.16M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$7.2M

Top Sells

1
+$31.9M
2
+$9.63M
3
+$7.4M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.56M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$5.87M

Sector Composition

1 Technology 8.72%
2 Financials 5.47%
3 Energy 5.41%
4 Healthcare 5.4%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$269K 0.02%
3,587
-6,783
252
$269K 0.02%
1,921
-63
253
$268K 0.02%
1,345
-4
254
$265K 0.02%
8,080
-24,022
255
$262K 0.02%
11,317
-36,791
256
$255K 0.02%
7,803
-1,000
257
$250K 0.02%
5,234
258
$246K 0.02%
1,865
-8,796
259
$240K 0.02%
2,744
+18
260
$234K 0.02%
26,239
+3,885
261
$232K 0.02%
3,939
-893
262
$230K 0.02%
4,457
-708
263
$229K 0.02%
1,805
-5,786
264
$229K 0.02%
4,511
-21,951
265
$228K 0.02%
2,500
266
$225K 0.02%
321
267
$222K 0.02%
+9,163
268
$222K 0.02%
751
-130
269
$221K 0.02%
1,425
-5,852
270
$218K 0.02%
7,140
-27,204
271
$214K 0.02%
+2,105
272
$211K 0.02%
+5,656
273
$211K 0.02%
6,766
-54,648
274
$210K 0.02%
6,158
-1,682
275
$210K 0.02%
+1,978
9 10
11
12 13