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
$1.24B
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.61M
3 +$1.15M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
DOW icon
Dow Inc
DOW
+$850K

Top Sells

1 +$2.03M
2 +$606K
3 +$577K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$427K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$355K

Sector Composition

1 Energy 8.9%
2 Technology 6.15%
3 Financials 5.11%
4 Healthcare 4.27%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-559
277
-946
278
-3,576
279
-10,873
280
-5,052
281
-6,383
282
-3,745