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
$1.84B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$4.9M
3
+$2.65M
4
CCI icon
Crown Castle
CCI
+$1.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$56.7M
2
+$4.1M
3
+$1.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.14M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$795K

Sector Composition

1 Technology 8.57%
2 Financials 6.51%
3 Healthcare 5.09%
4 Energy 5.01%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$327K 0.02%
1,863
-16
252
$323K 0.02%
3,850
+75
253
$323K 0.02%
5,550
254
$319K 0.02%
4,436
+401
255
$319K 0.02%
+1,491
256
$317K 0.02%
3,577
+6
257
$317K 0.02%
14,997
-2,710
258
$312K 0.02%
14,432
+6
259
$309K 0.02%
3,645
+220
260
$308K 0.02%
32,782
+3,144
261
$308K 0.02%
+1,071
262
$303K 0.02%
2,019
+2
263
$300K 0.02%
13,257
+5
264
$299K 0.02%
12,227
265
$298K 0.02%
4,168
+417
266
$289K 0.02%
3,385
-92
267
$288K 0.02%
+5,495
268
$285K 0.02%
+4,421
269
$283K 0.02%
5,234
270
$280K 0.02%
1,001
+197
271
$280K 0.02%
1,237
+271
272
$278K 0.02%
+5,481
273
$276K 0.02%
7,037
-721
274
$275K 0.02%
666
275
$275K 0.02%
14,773
-422
9 10
11
12 13