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LW

Linscomb Wealth Portfolio holdings

AUM $2.25B
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
-$790K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.84M
3
+$5.75M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.88M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$2.67M

Top Sells

1
+$4.35M
2
+$3.11M
3
+$3.03M
4
XOM icon
Exxon Mobil
XOM
+$2.47M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.35M

Sector Composition

1 Technology 9.22%
2 Energy 6.69%
3 Financials 6.03%
4 Healthcare 5.69%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$267K 0.01%
400
302
$263K 0.01%
3,399
+952
303
$262K 0.01%
6,640
-451
304
$251K 0.01%
+2,107
305
$250K 0.01%
2,490
306
$248K 0.01%
4,863
-75
307
$247K 0.01%
4,454
-1,564
308
$247K 0.01%
+3,393
309
$246K 0.01%
+8,221
310
$242K 0.01%
5,005
+400
311
$231K 0.01%
1,541
-500
312
$219K 0.01%
8,333
313
$217K 0.01%
12,111
-57
314
$216K 0.01%
3,189
-76
315
$215K 0.01%
1,633
-1
316
$214K 0.01%
3,746
317
$214K 0.01%
2,507
+4
318
$213K 0.01%
1,574
+128
319
$213K 0.01%
+852
320
$212K 0.01%
1,572
321
$211K 0.01%
8,031
-399
322
$211K 0.01%
57,764
323
$210K 0.01%
8,805
324
$208K 0.01%
937
-366
325
$208K 0.01%
+1,032
11 12
13
14 15