LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+2.19%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.22B
AUM Growth
+$1.22B
(+2.6%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
56.66%
Holding
277
New
12
Increased
127
Reduced
90
Closed
9
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.58M |
| 2 |
Dow Inc
DOW
|
$1.7M |
| 3 |
Tesla
TSLA
|
$1.24M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
$1.18M |
| 5 |
Exxon Mobil
XOM
|
$1.11M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$5.51M |
| 2 |
LHCG
LHC Group LLC
LHCG
|
$1.43M |
| 3 |
Cencora
COR
|
$828K |
| 4 |
Crown Castle
CCI
|
$547K |
| 5 |
Blackstone
BX
|
$488K |
Sector Composition
| 1 | Energy | 9.51% |
| 2 | Technology | 5.78% |
| 3 | Financials | 4.79% |
| 4 | Healthcare | 4.19% |
| 5 | Industrials | 3.67% |