LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
1-Year Return
16.68%
This Quarter Return
+4.05%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.91B
AUM Growth
-$63M
(-3.2%)
Cap. Flow
-$124M
Cap. Flow
% of AUM
-6.51%
Top 10 Holdings %
Top 10 Hldgs %
46.84%
Holding
334
New
1
Increased
60
Reduced
204
Closed
50
Top Buys
| 1 |
Williams Companies
WMB
|
$4.41M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.94M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$939K |
| 4 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$637K |
| 5 |
Dominion Energy
D
|
$402K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$52.7M |
| 2 |
Intel
INTC
|
$5.01M |
| 3 |
LHCG
LHC Group LLC
LHCG
|
$3.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.24M |
| 5 |
Coca-Cola
KO
|
$3.04M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Healthcare | 5.55% |
| 3 | Energy | 5.44% |
| 4 | Financials | 5.22% |
| 5 | Industrials | 4.47% |
