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
$2.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.57M
3
+$2.11M
4
CADE icon
Cadence Bank
CADE
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$2.24M
2
+$1.69M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VRSK icon
Verisk Analytics
VRSK
+$1.14M

Sector Composition

1 Technology 9.98%
2 Financials 6.2%
3 Healthcare 5.53%
4 Energy 5.03%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$293K 0.01%
1,101
-15
277
$291K 0.01%
28,732
-5,319
278
$291K 0.01%
666
279
$290K 0.01%
4,842
+723
280
$289K 0.01%
12,957
+71
281
$286K 0.01%
19,900
-7,730
282
$284K 0.01%
+4,006
283
$284K 0.01%
3,246
-2
284
$283K 0.01%
2,041
+1
285
$282K 0.01%
+2,876
286
$281K 0.01%
3,049
+25
287
$277K 0.01%
3,278
-16
288
$274K 0.01%
1,212
-99
289
$273K 0.01%
98,937
-100
290
$269K 0.01%
1,303
+188
291
$266K 0.01%
+7,057
292
$265K 0.01%
4,938
+13
293
$262K 0.01%
9,371
-250
294
$257K 0.01%
1,634
-40
295
$257K 0.01%
2,279
-228
296
$255K 0.01%
33,102
+7,004
297
$255K 0.01%
7,091
+243
298
$251K 0.01%
3,265
-173
299
$240K 0.01%
8,333
300
$239K 0.01%
+396
10 11
12
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