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
$1.95B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$1.82M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03M

Top Sells

1
+$2.92M
2
+$2.7M
3
+$2.06M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.73M

Sector Composition

1 Technology 8.89%
2 Financials 6.6%
3 Energy 5.43%
4 Healthcare 5.12%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.02%
3,961
+111
252
$338K 0.02%
1,554
-510
253
$335K 0.02%
1,971
-48
254
$335K 0.02%
4,285
+117
255
$334K 0.02%
13,636
+379
256
$327K 0.02%
5,882
+401
257
$325K 0.02%
1,434
+197
258
$321K 0.02%
2,970
-226
259
$321K 0.02%
7,860
260
$319K 0.02%
2,159
-475
261
$311K 0.02%
2,322
-89
262
$308K 0.02%
1,676
+160
263
$300K 0.02%
2,500
-38
264
$299K 0.02%
4,036
-400
265
$295K 0.02%
1,642
-100
266
$294K 0.02%
+1,236
267
$293K 0.02%
3,208
-177
268
$292K 0.02%
5,234
269
$290K 0.01%
3,426
-219
270
$290K 0.01%
1,513
271
$290K 0.01%
19,497
+1,591
272
$290K 0.01%
10,071
-2,156
273
$289K 0.01%
1,001
274
$284K 0.01%
4,703
+1
275
$284K 0.01%
+1,147
9 10
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