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
$947M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.22M
3
+$3.09M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$3.04M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$3.03M

Top Sells

1
+$7.58M
2
+$5.05M
3
+$3.96M
4
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$2.78M
5
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$1.94M

Sector Composition

1 Energy 16.77%
2 Industrials 2.89%
3 Healthcare 2.67%
4 Technology 2.28%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.22%
28,739
+533
77
$1.99M 0.21%
29,964
+1,233
78
$1.99M 0.21%
161,579
-11,340
79
$1.98M 0.21%
41,262
+3,370
80
$1.98M 0.21%
32,495
+1,270
81
$1.84M 0.19%
22,367
-7,973
82
$1.82M 0.19%
33,031
+1,317
83
$1.8M 0.19%
24,319
+2,506
84
$1.8M 0.19%
62,291
+5,318
85
$1.7M 0.18%
5,316
+23
86
$1.67M 0.18%
48,652
+6,453
87
$1.67M 0.18%
44,525
+2,991
88
$1.65M 0.17%
45,554
-782
89
$1.65M 0.17%
18,052
+1,007
90
$1.59M 0.17%
12,752
-223
91
$1.5M 0.16%
30,945
-310
92
$1.45M 0.15%
11,451
+2,005
93
$1.43M 0.15%
15,891
94
$1.43M 0.15%
27,096
-184
95
$1.42M 0.15%
48,184
-3,018
96
$1.32M 0.14%
53,905
-1,159
97
$1.3M 0.14%
18,339
+3,147
98
$1.29M 0.14%
54,209
-3,671
99
$1.22M 0.13%
31,268
+3,834
100
$1.16M 0.12%
28,397
-968
2 3
4
5 6