LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
1-Year Return
16.68%
This Quarter Return
+8.53%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.94B
AUM Growth
+$127M
(+7%)
Cap. Flow
-$16.1M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
47.03%
Holding
290
New
18
Increased
91
Reduced
130
Closed
5
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$2.97M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.32M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.75M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$1.48M |
| 5 |
Sherwin-Williams
SHW
|
$1.25M |
Sector Composition
| 1 | Technology | 10.53% |
| 2 | Financials | 5.85% |
| 3 | Energy | 5.49% |
| 4 | Healthcare | 5.38% |
| 5 | Industrials | 4.36% |
