We are live on ! Find out more
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
351
– –
-242
352
– –
-865
353
– –
-3,621
354
– –
-470
355
– –
-2,742
356
– –
0
357
– –
-2,970
358
– –
-7,860
11 12 13 14
15