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
$1.94B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.66M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$719K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$675K

Top Sells

1
+$2.97M
2
+$2.32M
3
+$1.75M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.48M
5
SHW icon
Sherwin-Williams
SHW
+$1.25M

Sector Composition

1 Technology 10.53%
2 Financials 5.85%
3 Energy 5.49%
4 Healthcare 5.38%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.01%
+3,455
252
$281K 0.01%
+1,245
253
$274K 0.01%
13,072
+10
254
$274K 0.01%
1,332
+3
255
$273K 0.01%
+5,020
256
$266K 0.01%
2,833
257
$260K 0.01%
5,578
+355
258
$260K 0.01%
962
-37
259
$258K 0.01%
2,569
-748
260
$257K 0.01%
1,318
261
$255K 0.01%
7,127
+514
262
$254K 0.01%
4,410
263
$253K 0.01%
868
-198
264
$250K 0.01%
1,934
265
$241K 0.01%
+4,000
266
$235K 0.01%
3,713
267
$234K 0.01%
899
-446
268
$233K 0.01%
1,697
+115
269
$229K 0.01%
4,077
270
$228K 0.01%
2,316
+33
271
$224K 0.01%
+428
272
$216K 0.01%
+1,876
273
$213K 0.01%
+2,399
274
$207K 0.01%
2,225
-138
275
$206K 0.01%
+896
8 9 10
11
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