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
$1.37B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$10.2M
3
+$9.23M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.16M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$7.2M

Top Sells

1
+$31.9M
2
+$9.63M
3
+$7.4M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.56M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$5.87M

Sector Composition

1 Technology 8.72%
2 Financials 5.47%
3 Energy 5.41%
4 Healthcare 5.4%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.14%
29,347
-98
102
$1.88M 0.14%
13,146
+5,082
103
$1.88M 0.14%
102,496
-62
104
$1.82M 0.13%
6,001
+1,662
105
$1.81M 0.13%
29,140
+10,901
106
$1.72M 0.13%
34,067
+10,536
107
$1.68M 0.12%
9,613
+3,884
108
$1.67M 0.12%
62,343
+23,213
109
$1.65M 0.12%
18,980
+6,576
110
$1.64M 0.12%
4,519
+300
111
$1.58M 0.12%
991
-122
112
$1.57M 0.12%
11,635
+5,002
113
$1.56M 0.11%
24,943
+13,377
114
$1.53M 0.11%
10,241
+5,323
115
$1.53M 0.11%
31,674
+96
116
$1.5M 0.11%
37,116
117
$1.49M 0.11%
3,432
+1,948
118
$1.48M 0.11%
27,606
+810
119
$1.48M 0.11%
20,565
-133,875
120
$1.48M 0.11%
9,024
+683
121
$1.44M 0.11%
6,146
+2,302
122
$1.42M 0.1%
43,112
-6,733
123
$1.42M 0.1%
23,576
+1,448
124
$1.37M 0.1%
25,730
-2,246
125
$1.35M 0.1%
12,588
+2,252
3 4
5
6 7