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
$1.22B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$2.35M
3
+$1.88M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.84M
5
TFC icon
Truist Financial
TFC
+$1.48M

Top Sells

1
+$8.07M
2
+$7M
3
+$6.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.69M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.31M

Sector Composition

1 Energy 9.62%
2 Financials 4.35%
3 Healthcare 4.12%
4 Industrials 4.06%
5 Technology 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$855K 0.07%
6,375
+87
127
$849K 0.07%
10,407
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128
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4,434
+2
129
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130
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21,780
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131
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21,272
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132
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10,283
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133
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37,539
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134
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135
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26,801
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136
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137
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138
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139
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13,876
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435
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144
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145
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146
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147
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148
$670K 0.06%
13,522
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149
$668K 0.05%
3,198
150
$662K 0.05%
31,801
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4 5
6
7 8