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
$1.37B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$31.9M
2 +$9.63M
3 +$7.4M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.56M
5
DHS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4,698
402
-8,022
403
-22,487
404
-4,428