LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+0.69%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.93B
AUM Growth
+$1.93B
(-0.58%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
46.75%
Holding
295
New
10
Increased
127
Reduced
108
Closed
11
Top Buys
| 1 |
American Water Works
AWK
|
$4.63M |
| 2 |
Plains GP Holdings
PAGP
|
$4.5M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.99M |
| 4 |
NVIDIA
NVDA
|
$1.21M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.16M |
Top Sells
| 1 |
CVS Health
CVS
|
$5.57M |
| 2 |
IBM
IBM
|
$4.79M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.65M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.92M |
| 5 |
Lam Research
LRCX
|
$1.81M |
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Financials | 5.8% |
| 3 | Energy | 5.74% |
| 4 | Healthcare | 4.8% |
| 5 | Industrials | 4.28% |
