LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+18.8%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.37B
AUM Growth
+$1.37B
(+21%)
Cap. Flow
+$38.3M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
49.09%
Holding
404
New
13
Increased
137
Reduced
114
Closed
112
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$31.9M |
| 2 |
Tesla
TSLA
|
$9.63M |
| 3 |
WisdomTree US SmallCap Earnings Fund
EES
|
$7.4M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.56M |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
$5.87M |
Sector Composition
| 1 | Technology | 8.72% |
| 2 | Financials | 5.47% |
| 3 | Energy | 5.41% |
| 4 | Healthcare | 5.4% |
| 5 | Industrials | 4.08% |