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
$2.02B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.53M
3
+$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$2.06M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.12M

Top Sells

1
+$8.09M
2
+$7.61M
3
+$4.05M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.83M

Sector Composition

1 Technology 10.37%
2 Financials 5.91%
3 Energy 5.49%
4 Healthcare 4.86%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.95M 0.2%
21,957
+17
102
$3.95M 0.2%
8,089
-349
103
$3.94M 0.2%
13,045
-16
104
$3.91M 0.19%
26,094
-849
105
$3.83M 0.19%
35,019
+485
106
$3.79M 0.19%
48,281
-347
107
$3.77M 0.19%
13,917
+15
108
$3.64M 0.18%
10,508
+170
109
$3.6M 0.18%
38,048
+5,291
110
$3.4M 0.17%
16,476
-36,815
111
$3.35M 0.17%
23,995
-664
112
$3.3M 0.16%
68,896
-4,946
113
$3.26M 0.16%
54,070
+3,369
114
$3.12M 0.15%
12,098
-92
115
$2.94M 0.15%
13,150
+106
116
$2.9M 0.14%
3,270
-3
117
$2.89M 0.14%
8,032
+191
118
$2.82M 0.14%
14,249
-130
119
$2.82M 0.14%
50,194
+45,066
120
$2.82M 0.14%
14,026
-101
121
$2.82M 0.14%
11,029
+27
122
$2.67M 0.13%
38,484
+1,438
123
$2.65M 0.13%
21,660
124
$2.64M 0.13%
6,528
-56
125
$2.57M 0.13%
9,733
-22
3 4
5
6 7