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LW
Linscomb Wealth Portfolio holdings
AUM
$2.25B
1-Year Est. Return
23.36%
This Fund
S&P 500
1 Year Est. Return
+23.36%
AUM
$947M
AUM Growth
+$40.8M
(+4.5%)
Holding
287
Top Buys
| 1 | +$6.95M | |
| 2 | +$4.22M | |
| 3 | +$3.06M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$2.96M |
| 5 |
WisdomTree US SmallCap Earnings Fund
EES
|
+$2.95M |
Top Sells
| 1 | +$7.41M | |
| 2 | +$4.91M | |
| 3 | +$3.7M | |
| 4 |
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
|
+$2.78M |
| 5 |
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
|
+$1.94M |
Sector Composition
| 1 | Energy | 16.69% |
| 2 | Industrials | 2.97% |
| 3 | Healthcare | 2.67% |
| 4 | Technology | 2.28% |
| 5 | Financials | 1.99% |