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
$904M
AUM Growth
-$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$1.96M
3
+$1.37M
4
IBTX
Independent Bank Group, Inc.
IBTX
+$1.34M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.31M

Top Sells

1
+$7.06M
2
+$3.45M
3
+$2.87M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.48M
5
XOM icon
Exxon Mobil
XOM
+$2.2M

Sector Composition

1 Energy 16.06%
2 Industrials 3.35%
3 Healthcare 3.31%
4 Technology 2.81%
5 Consumer Staples 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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