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
$1.95B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$1.82M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03M

Top Sells

1
+$2.92M
2
+$2.7M
3
+$2.06M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.73M

Sector Composition

1 Technology 8.89%
2 Financials 6.6%
3 Energy 5.43%
4 Healthcare 5.12%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$279K 0.01%
666
277
$277K 0.01%
1,230
-261
278
$276K 0.01%
1,834
-58
279
$274K 0.01%
12,809
-1,964
280
$272K 0.01%
2,052
+3
281
$272K 0.01%
1,519
-10
282
$268K 0.01%
5,912
+300
283
$267K 0.01%
386
-20
284
$263K 0.01%
12,476
-2,521
285
$261K 0.01%
876
+118
286
$260K 0.01%
6,200
-770
287
$258K 0.01%
2,146
288
$257K 0.01%
1,805
-12
289
$255K 0.01%
6,316
-721
290
$251K 0.01%
3,284
+12
291
$250K 0.01%
2,500
292
$249K 0.01%
11,543
-2,889
293
$246K 0.01%
1,804
-1
294
$245K 0.01%
4,734
-477
295
$242K 0.01%
2,039
296
$241K 0.01%
3,755
297
$236K 0.01%
3,100
298
$236K 0.01%
+1,802
299
$230K 0.01%
3,962
-1,098
300
$228K 0.01%
2,592
-202
10 11
12
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