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
51
$4.08M 0.33%
23,442
+596
52
$3.94M 0.32%
25,728
+157
53
$3.9M 0.32%
34,182
+234
54
$3.89M 0.32%
26,644
+1,443
55
$3.84M 0.32%
21,754
+825
56
$3.76M 0.31%
44,661
+2,355
57
$3.75M 0.31%
141,430
-1,681
58
$3.71M 0.3%
73,398
+6,605
59
$3.66M 0.3%
173,423
-15,266
60
$3.65M 0.3%
32,876
+1,331
61
$3.65M 0.3%
34,524
+1,102
62
$3.6M 0.3%
67,117
+6,934
63
$3.58M 0.29%
77,690
-6,648
64
$3.42M 0.28%
71,641
+5,149
65
$3.36M 0.28%
159,306
-40,891
66
$3.26M 0.27%
26,523
+393
67
$3.25M 0.27%
60,375
68
$3.13M 0.26%
43,102
+4,319
69
$3.07M 0.25%
51,197
+1,912
70
$2.93M 0.24%
25,191
-822
71
$2.88M 0.24%
68,265
-67
72
$2.87M 0.24%
68,650
+2,234
73
$2.86M 0.23%
110,540
+13,134
74
$2.77M 0.23%
47,280
-6,460
75
$2.71M 0.22%
61,061
-1,308
1 2
3
4 5