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
51
$9.93M 0.47%
94,610
+1,548
52
$9.36M 0.45%
216,122
+8,543
53
$9.32M 0.45%
43,010
-156
54
$9.27M 0.44%
148,263
+1,390
55
$9.22M 0.44%
40,966
+1,022
56
$9.19M 0.44%
152,230
+4,076
57
$9.12M 0.44%
25,652
+1,190
58
$9.03M 0.43%
179,382
+4,240
59
$8.81M 0.42%
40,410
+932
60
$8.74M 0.42%
168,207
+5,010
61
$8.7M 0.42%
74,369
+51
62
$8.62M 0.41%
90,712
+1,845
63
$8.59M 0.41%
127,430
+2,053
64
$8.33M 0.4%
38,634
+153
65
$8.16M 0.39%
56,360
-100
66
$8.13M 0.39%
38,978
+866
67
$8.06M 0.39%
508,488
+20,845
68
$8.06M 0.38%
142,161
+4,914
69
$8.04M 0.38%
137,351
-225
70
$8.02M 0.38%
142,804
+2,520
71
$7.8M 0.37%
99,238
+3,772
72
$7.51M 0.36%
404,373
+17,725
73
$7.45M 0.36%
110,866
-68
74
$6.78M 0.32%
59,422
-3,112
75
$6.67M 0.32%
49,887
-1,648
1 2
3
4 5