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
$2.02B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.53M
3
+$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$2.06M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.12M

Top Sells

1
+$8.09M
2
+$7.61M
3
+$4.05M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.83M

Sector Composition

1 Technology 10.37%
2 Financials 5.91%
3 Energy 5.49%
4 Healthcare 4.86%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.81M 0.44%
140,732
-3,484
52
$8.76M 0.43%
103,580
-487
53
$8.75M 0.43%
154,577
-7,034
54
$8.7M 0.43%
219,423
+4,610
55
$8.58M 0.43%
183,572
+13,686
56
$8.51M 0.42%
115,266
-1,269
57
$8.49M 0.42%
186,009
-1,952
58
$8.37M 0.41%
22,284
-383
59
$8.23M 0.41%
196,919
-4,782
60
$8.16M 0.4%
39,475
-694
61
$8.13M 0.4%
16,470
-220
62
$8.11M 0.4%
71,405
-135
63
$8.05M 0.4%
14,124
-4,988
64
$7.89M 0.39%
175,754
-2,637
65
$7.83M 0.39%
30,885
-1,012
66
$7.12M 0.35%
130,410
-2,536
67
$7.08M 0.35%
137,444
-2,359
68
$6.85M 0.34%
81,797
-889
69
$6.82M 0.34%
77,174
+73,764
70
$6.81M 0.34%
235,470
-37
71
$6.63M 0.33%
34,927
-279
72
$6.61M 0.33%
144,113
-2,014
73
$6.55M 0.32%
48,062
-7,130
74
$6.49M 0.32%
64,037
+5,674
75
$6.48M 0.32%
54,605
+338
1 2
3
4 5