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
$2.02B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.53M
3
+$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$2.06M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.12M

Top Sells

1
+$8.09M
2
+$7.61M
3
+$4.05M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.83M

Sector Composition

1 Technology 10.37%
2 Financials 5.91%
3 Energy 5.49%
4 Healthcare 4.86%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$302K 0.02%
1,318
252
$299K 0.01%
4,754
-1,002
253
$292K 0.01%
5,712
-868
254
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4,410
255
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-50
256
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5,020
257
$272K 0.01%
3,490
-333
258
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7,232
259
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260
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261
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-156
262
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263
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264
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265
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266
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267
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271
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272
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5,269
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273
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274
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1,879
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275
$234K 0.01%
2,140
-6
8 9 10
11
12