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
$1.53B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.25M
3
+$6.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.38M
5
VTV icon
Vanguard Value ETF
VTV
+$4.81M

Top Sells

1
+$11.3M
2
+$3.57M
3
+$2.68M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.21M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$959K

Sector Composition

1 Energy 7.55%
2 Technology 6.99%
3 Financials 5.72%
4 Healthcare 4.67%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$362K 0.02%
57,764
352
$357K 0.02%
8,749
-937
353
$356K 0.02%
2,708
-51
354
$353K 0.02%
3,739
+302
355
$339K 0.02%
1,581
356
$336K 0.02%
2,442
+23
357
$336K 0.02%
+4,635
358
$307K 0.02%
1,926
359
$302K 0.02%
23,532
+2,412
360
$302K 0.02%
+5,031
361
$302K 0.02%
2,964
+213
362
$301K 0.02%
+8,428
363
$293K 0.02%
1,911
364
$289K 0.02%
+5,648
365
$287K 0.02%
2,035
+1
366
$286K 0.02%
5,234
367
$277K 0.02%
+5,890
368
$276K 0.02%
2,913
+199
369
$272K 0.02%
2,852
+40
370
$270K 0.02%
2,021
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371
$269K 0.02%
2,148
372
$266K 0.02%
1,984
+63
373
$263K 0.02%
+5,196
374
$260K 0.02%
6,550
-430
375
$259K 0.02%
786
+62
13 14
15
16 17