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
301
$230K 0.01%
6,240
-3,000
302
$230K 0.01%
4,457
303
$230K 0.01%
3,755
304
$225K 0.01%
2,049
+4
305
$219K 0.01%
+17,906
306
$219K 0.01%
+5,612
307
$219K 0.01%
4,898
+14
308
$215K 0.01%
758
-16
309
$215K 0.01%
1,065
310
$214K 0.01%
930
-105
311
$214K 0.01%
+2,919
312
$214K 0.01%
+2,794
313
$209K 0.01%
2,275
-221
314
$206K 0.01%
+2,510
315
$181K 0.01%
57,764
316
$152K 0.01%
12,796
317
$142K 0.01%
12,000
318
$138K 0.01%
+1,748
319
$135K 0.01%
+13,000
320
$133K 0.01%
+17,090
321
$122K 0.01%
+2,430
322
$96K 0.01%
11,227
-1,242
323
$96K 0.01%
11,000
324
$48K ﹤0.01%
11,160
-640
325
$47K ﹤0.01%
11,000
10 11 12
13
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