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
301
$234K 0.01%
1,496
302
$232K 0.01%
3,746
-9
303
$231K 0.01%
12,168
+444
304
$229K 0.01%
1,572
305
$228K 0.01%
1,895
-415
306
$227K 0.01%
8,430
+30
307
$224K 0.01%
+865
308
$223K 0.01%
+1,446
309
$221K 0.01%
5,649
+550
310
$221K 0.01%
+3,094
311
$221K 0.01%
4,605
+1
312
$220K 0.01%
2,742
-8
313
$219K 0.01%
3,572
-71
314
$219K 0.01%
+2,018
315
$216K 0.01%
4,143
-200
316
$215K 0.01%
+8,805
317
$213K 0.01%
3,621
-488
318
$209K 0.01%
+1,526
319
$209K 0.01%
+2,447
320
$209K 0.01%
4,229
-300
321
$208K 0.01%
+4,726
322
$206K 0.01%
+3,099
323
$205K 0.01%
+674
324
$205K 0.01%
+242
325
$204K 0.01%
9,535
-2,011
11 12
13
14 15