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
$2.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.57M
3
+$2.11M
4
CADE icon
Cadence Bank
CADE
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$2.24M
2
+$1.69M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VRSK icon
Verisk Analytics
VRSK
+$1.14M

Sector Composition

1 Technology 9.98%
2 Financials 6.2%
3 Healthcare 5.53%
4 Energy 5.03%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 0.67%
85,304
+1,102
27
$13.7M 0.65%
14,927
-10
28
$13.5M 0.64%
228,252
+1,208
29
$13.4M 0.64%
99,185
+922
30
$13.2M 0.63%
107,584
-1,890
31
$13.1M 0.63%
420,726
+7,372
32
$13.1M 0.62%
43,948
+100
33
$13M 0.62%
60,761
+57
34
$13M 0.62%
153,794
-2,738
35
$13M 0.62%
42,435
-343
36
$12.9M 0.62%
76,804
-110
37
$12.5M 0.6%
220,789
+358
38
$12.4M 0.59%
195,664
+1,370
39
$12.2M 0.58%
70,364
+1,140
40
$12.1M 0.58%
117,625
+672
41
$12.1M 0.58%
45,098
+588
42
$11.6M 0.55%
99,027
+1,357
43
$10.8M 0.52%
74,860
-420
44
$10.8M 0.51%
226,260
-21,794
45
$10.7M 0.51%
207,269
+4,590
46
$10.6M 0.51%
123,079
+1,637
47
$10.6M 0.51%
22,299
-555
48
$10.4M 0.5%
49,747
+478
49
$10.2M 0.49%
208,138
-3,246
50
$10.1M 0.48%
53,608
+1,040
1
2
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