LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+1.12%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$907M
AUM Growth
+$907M
(+11%)
Cap. Flow
+$82.9M
Cap. Flow
% of AUM
9.15%
Top 10 Holdings %
Top 10 Hldgs %
53.37%
Holding
291
New
58
Increased
156
Reduced
47
Closed
18
Top Buys
| 1 |
Exxon Mobil
XOM
|
$37.5M |
| 2 |
iShares International Select Dividend ETF
IDV
|
$3.58M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.41M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.2M |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
$2.2M |
Top Sells
Sector Composition
| 1 | Energy | 16.61% |
| 2 | Industrials | 2.95% |
| 3 | Healthcare | 2.63% |
| 4 | Technology | 2.15% |
| 5 | Financials | 2.05% |
