LW

Linscomb Wealth Portfolio holdings

AUM $2.38B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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 +$7.07M
2 +$7.04M
3 +$6.17M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.13M
5
VTV icon
Vanguard Value ETF
VTV
+$4.63M

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
426
-57,529