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
$1.22B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$2.35M
3
+$1.88M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.84M
5
TFC icon
Truist Financial
TFC
+$1.48M

Top Sells

1
+$8.07M
2
+$7M
3
+$6.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.69M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.31M

Sector Composition

1 Energy 9.62%
2 Financials 4.35%
3 Healthcare 4.12%
4 Industrials 4.06%
5 Technology 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 0.53%
37,492
+790
27
$6.34M 0.52%
137,318
+9,548
28
$6.05M 0.5%
20,508
-1,393
29
$5.99M 0.49%
61,888
-1,147
30
$5.92M 0.49%
18,440
+413
31
$5.79M 0.48%
197,312
+11,873
32
$5.5M 0.45%
103,968
+7,213
33
$5.49M 0.45%
45,810
+3,444
34
$5.38M 0.44%
10,470
+679
35
$5.29M 0.44%
138,224
+4,778
36
$5.26M 0.43%
36,283
+891
37
$5.21M 0.43%
56,741
+2,875
38
$5.2M 0.43%
85,654
+5,685
39
$5.19M 0.43%
113,204
+7,067
40
$5.11M 0.42%
89,534
+3,519
41
$5.09M 0.42%
60,913
+1,979
42
$4.93M 0.41%
41,396
+921
43
$4.89M 0.4%
60,954
+2,544
44
$4.86M 0.4%
141,481
+10,847
45
$4.78M 0.39%
224,707
-8,260
46
$4.58M 0.38%
41,928
+127
47
$4.56M 0.37%
84,974
+7,005
48
$4.51M 0.37%
64,735
+2,166
49
$4.35M 0.36%
53,718
+3,802
50
$4.08M 0.34%
63,728
+3,726
1
2
3 4 5