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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
326
$207K 0.01%
+2,612
327
$205K 0.01%
5,175
-474
328
$205K 0.01%
2,954
-140
329
$205K 0.01%
2,279
330
$204K 0.01%
+5,344
331
$203K 0.01%
1,536
+10
332
$203K 0.01%
+5,456
333
$172K 0.01%
+4,077
334
$165K 0.01%
+5,871
335
$159K 0.01%
11,801
+801
336
$113K 0.01%
11,686
+109
337
$81K ﹤0.01%
12,300
+2,000
338
$79K ﹤0.01%
43,700
339
$22K ﹤0.01%
2,035
340
$15K ﹤0.01%
1,431
341
$3K ﹤0.01%
+333
342
– –
-3,960
343
– –
-7,900
344
– –
-3,471
345
– –
-1,895
346
– –
-4,229
347
– –
-3,099
348
– –
-9,535
349
– –
-3,572
350
– –
-2,018
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14
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