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
$2.02B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$2.53M
3 +$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$2.06M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.12M

Top Sells

1 +$8.09M
2 +$7.61M
3 +$4.05M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.83M

Sector Composition

1 Technology 10.37%
2 Financials 5.91%
3 Energy 5.49%
4 Healthcare 4.86%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$234K 0.01%
1,239
-93
277
$232K 0.01%
+894
278
$231K 0.01%
10,932
+13
279
$230K 0.01%
371
280
$224K 0.01%
3,318
281
$222K 0.01%
829
-2
282
$210K 0.01%
3,190
+60
283
$210K 0.01%
+896
284
$207K 0.01%
1,203
-14
285
$204K 0.01%
+2,614
286
$204K 0.01%
+2,837
287
$166K 0.01%
11,000
288
$105K 0.01%
20,000
289
-331
290
-2,292