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
$1.53B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.25M
3
+$6.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.38M
5
VTV icon
Vanguard Value ETF
VTV
+$4.81M

Top Sells

1
+$11.3M
2
+$3.57M
3
+$2.68M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.21M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$959K

Sector Composition

1 Energy 7.55%
2 Technology 6.99%
3 Financials 5.72%
4 Healthcare 4.67%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.67M 0.11%
+8,035
127
$1.66M 0.11%
23,190
+83
128
$1.64M 0.11%
+6,973
129
$1.62M 0.11%
4,962
+602
130
$1.6M 0.1%
7,086
+695
131
$1.6M 0.1%
+49,196
132
$1.6M 0.1%
+33,712
133
$1.6M 0.1%
+37,203
134
$1.59M 0.1%
+95,483
135
$1.58M 0.1%
14,643
-1,775
136
$1.57M 0.1%
+37,707
137
$1.56M 0.1%
+7,718
138
$1.55M 0.1%
28,783
-203
139
$1.55M 0.1%
7,532
+640
140
$1.54M 0.1%
+27,840
141
$1.54M 0.1%
9,897
+6,778
142
$1.53M 0.1%
+66,265
143
$1.53M 0.1%
+11,683
144
$1.52M 0.1%
28,616
+1,625
145
$1.51M 0.1%
+14,036
146
$1.49M 0.1%
8,241
+870
147
$1.48M 0.1%
48,226
+40,362
148
$1.46M 0.1%
+23,091
149
$1.46M 0.1%
+33,738
150
$1.45M 0.09%
4,469
-4
4 5
6
7 8