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
$2.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.57M
3
+$2.11M
4
CADE icon
Cadence Bank
CADE
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$2.24M
2
+$1.69M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VRSK icon
Verisk Analytics
VRSK
+$1.14M

Sector Composition

1 Technology 9.98%
2 Financials 6.2%
3 Healthcare 5.53%
4 Energy 5.03%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.71M 0.18%
8,933
+546
102
$3.63M 0.17%
39,144
-216
103
$3.43M 0.16%
36,892
+171
104
$3.41M 0.16%
13,179
+560
105
$3.34M 0.16%
29,347
106
$3.32M 0.16%
18,556
-209
107
$3.31M 0.16%
24,100
108
$3.3M 0.16%
13,151
+195
109
$3.23M 0.15%
38,108
-3,508
110
$3.21M 0.15%
23,125
+473
111
$3.2M 0.15%
42,139
+1,370
112
$3.16M 0.15%
57,587
+5,796
113
$3.12M 0.15%
14,966
+430
114
$2.98M 0.14%
35,406
+90
115
$2.93M 0.14%
38,287
+942
116
$2.9M 0.14%
4,345
-10
117
$2.83M 0.14%
7,590
+265
118
$2.73M 0.13%
1,136
+46
119
$2.53M 0.12%
87,297
120
$2.46M 0.12%
28,708
+907
121
$2.44M 0.12%
14,216
-329
122
$2.31M 0.11%
10,069
+615
123
$2.28M 0.11%
9,287
+516
124
$2.27M 0.11%
4,006
+163
125
$2.25M 0.11%
8,847
-12
3 4
5
6 7