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
$1.95B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$1.82M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03M

Top Sells

1
+$2.92M
2
+$2.7M
3
+$2.06M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.73M

Sector Composition

1 Technology 8.89%
2 Financials 6.6%
3 Energy 5.43%
4 Healthcare 5.12%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.44M 0.18%
15,626
+415
102
$3.42M 0.18%
29,347
-220
103
$3.4M 0.17%
43,654
+2,060
104
$3.11M 0.16%
17,923
+747
105
$2.95M 0.15%
37,898
-3,963
106
$2.86M 0.15%
12,245
+609
107
$2.73M 0.14%
87,324
108
$2.69M 0.14%
6,804
+222
109
$2.68M 0.14%
39,771
+1,815
110
$2.6M 0.13%
8,137
-449
111
$2.59M 0.13%
13,747
+910
112
$2.57M 0.13%
35,328
+655
113
$2.54M 0.13%
22,072
+1,189
114
$2.48M 0.13%
7,169
+448
115
$2.4M 0.12%
12,377
+324
116
$2.33M 0.12%
31,491
-5,625
117
$2.3M 0.12%
1,051
+5
118
$2.29M 0.12%
14,766
-1,604
119
$2.24M 0.11%
36,294
+1,656
120
$2.21M 0.11%
21,657
+6,139
121
$2.2M 0.11%
4,354
-303
122
$2.16M 0.11%
9,103
+670
123
$2.16M 0.11%
26,777
+1,193
124
$2.12M 0.11%
8,916
-828
125
$2.08M 0.11%
3,561
+55
3 4
5
6 7