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
301
$226K 0.01%
3,372
-1,049
302
$225K 0.01%
5,209
-20
303
$225K 0.01%
2,489
-623
304
$224K 0.01%
4,911
+13
305
$220K 0.01%
+5,192
306
$220K 0.01%
15,375
-2,700
307
$218K 0.01%
+3,377
308
$218K 0.01%
+6,882
309
$217K 0.01%
+1,544
310
$217K 0.01%
+8,622
311
$215K 0.01%
+2,088
312
$213K 0.01%
2,750
-169
313
$211K 0.01%
+2,329
314
$210K 0.01%
+5,630
315
$209K 0.01%
+1,572
316
$206K 0.01%
+7,900
317
$204K 0.01%
+7,500
318
$201K 0.01%
+6,656
319
$201K 0.01%
+410
320
$200K 0.01%
1,065
321
$200K 0.01%
+5,186
322
$200K 0.01%
57,764
323
$178K 0.01%
12,796
324
$154K 0.01%
20,090
+3,000
325
$153K 0.01%
12,000
10 11 12
13
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