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
$1.84B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$4.9M
3
+$2.65M
4
CCI icon
Crown Castle
CCI
+$1.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$56.7M
2
+$4.1M
3
+$1.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.14M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$795K

Sector Composition

1 Technology 8.57%
2 Financials 6.51%
3 Healthcare 5.09%
4 Energy 5.01%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.01%
+1,027
277
$268K 0.01%
1,892
-121
278
$267K 0.01%
1,805
+50
279
$267K 0.01%
2,538
+6
280
$265K 0.01%
941
281
$261K 0.01%
3,112
+12
282
$259K 0.01%
5,060
+306
283
$259K 0.01%
+7,860
284
$254K 0.01%
2,146
+80
285
$253K 0.01%
18,075
-2,741
286
$252K 0.01%
5,229
287
$252K 0.01%
+4,702
288
$251K 0.01%
+406
289
$249K 0.01%
+3,100
290
$249K 0.01%
1,513
-43
291
$248K 0.01%
2,500
292
$246K 0.01%
1,516
-860
293
$243K 0.01%
+1,817
294
$243K 0.01%
+1,529
295
$242K 0.01%
2,039
296
$240K 0.01%
+5,166
297
$238K 0.01%
5,211
-1,133
298
$238K 0.01%
3,272
+9
299
$236K 0.01%
5,055
+1
300
$235K 0.01%
6,970
10 11
12
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