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
$2.09B
AUM Growth
-$790K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$5.81M
3 +$5.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$2.71M

Top Sells

1 +$4.2M
2 +$3.14M
3 +$3.08M
4
XOM icon
Exxon Mobil
XOM
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.34M

Sector Composition

1 Technology 9.22%
2 Energy 6.71%
3 Financials 6.03%
4 Healthcare 5.69%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-396
352
-7,860
353
-7,900
354
-3,471
355
-1,895
356
-4,229
357
-3,099
358
-9,535