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
101
$3.08M 0.17%
41,861
+521
102
$3.05M 0.17%
29,567
+220
103
$2.92M 0.16%
41,594
+1,353
104
$2.84M 0.15%
17,176
+478
105
$2.84M 0.15%
13,391
+307
106
$2.68M 0.15%
37,116
107
$2.65M 0.14%
11,636
+698
108
$2.62M 0.14%
8,586
+162
109
$2.51M 0.14%
37,956
+1,213
110
$2.44M 0.13%
1,046
+91
111
$2.41M 0.13%
16,370
+85
112
$2.33M 0.13%
12,837
+832
113
$2.33M 0.13%
87,324
-14,734
114
$2.32M 0.13%
6,582
-39
115
$2.29M 0.12%
12,053
+960
116
$2.26M 0.12%
34,673
+2,587
117
$2.26M 0.12%
20,883
+469
118
$2.16M 0.12%
25,584
+346
119
$2.16M 0.12%
9,744
-33
120
$2.13M 0.12%
4,657
+88
121
$2.04M 0.11%
8,433
+363
122
$1.96M 0.11%
26,540
-105
123
$1.91M 0.1%
6,721
+241
124
$1.86M 0.1%
34,638
+3,054
125
$1.84M 0.1%
7,777
+648
3 4
5
6 7