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
$2.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.57M
3
+$2.11M
4
CADE icon
Cadence Bank
CADE
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$2.24M
2
+$1.69M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VRSK icon
Verisk Analytics
VRSK
+$1.14M

Sector Composition

1 Technology 9.98%
2 Financials 6.2%
3 Healthcare 5.53%
4 Energy 5.03%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$353K 0.02%
2,048
+74
252
$351K 0.02%
1,023
+31
253
$347K 0.02%
43,286
+161
254
$337K 0.02%
2,361
+40
255
$329K 0.02%
7,860
256
$328K 0.02%
4,365
+40
257
$326K 0.02%
5,820
-390
258
$325K 0.02%
1,476
259
$324K 0.02%
5,516
-494
260
$323K 0.02%
1,007
-28
261
$322K 0.02%
5,234
262
$319K 0.02%
2,970
263
$318K 0.02%
400
+4
264
$316K 0.02%
912
265
$315K 0.02%
6,018
-36
266
$304K 0.01%
1,423
267
$304K 0.01%
4,758
268
$302K 0.01%
3,397
-29
269
$302K 0.01%
470
+54
270
$300K 0.01%
2,503
+3
271
$297K 0.01%
1,823
-4
272
$296K 0.01%
2,057
+3
273
$295K 0.01%
4,039
+72
274
$294K 0.01%
2,490
275
$293K 0.01%
6,130
-250
9 10
11
12 13