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
376
$256K 0.02%
2,702
+13
377
$255K 0.02%
+2,184
378
$254K 0.02%
3,560
379
$250K 0.02%
20,530
380
$250K 0.02%
4,177
+641
381
$249K 0.02%
2,500
382
$248K 0.02%
2,456
383
$248K 0.02%
716
+50
384
$246K 0.02%
+3,349
385
$245K 0.02%
1,616
386
$244K 0.02%
1,450
-10
387
$244K 0.02%
2,257
+206
388
$242K 0.02%
2,885
389
$240K 0.02%
10,239
-34,306
390
$236K 0.02%
+4,050
391
$235K 0.02%
402
-3
392
$234K 0.02%
+2,516
393
$233K 0.02%
+6,601
394
$230K 0.02%
4,908
+11
395
$225K 0.01%
3,898
-61,912
396
$217K 0.01%
+4,480
397
$217K 0.01%
+4,134
398
$216K 0.01%
+4,812
399
$215K 0.01%
2,031
-3,117
400
$215K 0.01%
+8,635
14 15
16
17 18