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
$1.84B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$4.9M
3
+$2.65M
4
CCI icon
Crown Castle
CCI
+$1.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$56.7M
2
+$4.1M
3
+$1.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.14M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$795K

Sector Composition

1 Technology 8.57%
2 Financials 6.51%
3 Healthcare 5.09%
4 Energy 5.01%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.94M 0.49%
115,744
+2,903
52
$8.93M 0.49%
146,835
+2,939
53
$8.92M 0.48%
153,334
+6,414
54
$8.76M 0.48%
41,373
+331
55
$8.68M 0.47%
195,740
-1,587
56
$8.46M 0.46%
22,890
+969
57
$8.42M 0.46%
155,664
+8,080
58
$8.38M 0.46%
86,840
+2,956
59
$8.33M 0.45%
110,778
+4,495
60
$8.26M 0.45%
129,254
+5,129
61
$7.75M 0.42%
70,892
+1,423
62
$7.64M 0.42%
210,752
+8,722
63
$7.63M 0.41%
458,269
+23,328
64
$7.59M 0.41%
130,149
+3,947
65
$7.54M 0.41%
136,382
+4,203
66
$7.54M 0.41%
34,732
+1,276
67
$7.49M 0.41%
114,388
+503
68
$7.3M 0.4%
70,580
+1,920
69
$7.28M 0.4%
82,036
+3,677
70
$7.17M 0.39%
38,771
+511
71
$7.09M 0.39%
115,571
+4,265
72
$6.66M 0.36%
87,729
+3,222
73
$6.58M 0.36%
57,763
+896
74
$6.5M 0.35%
55,063
+1,667
75
$6.33M 0.34%
124,733
+52,169
1 2
3
4 5