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
$1.84B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$4.9M
3
+$2.65M
4
CCI icon
Crown Castle
CCI
+$1.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$56.7M
2
+$4.1M
3
+$1.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.14M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$795K

Sector Composition

1 Technology 8.57%
2 Financials 6.51%
3 Healthcare 5.09%
4 Energy 5.01%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.09%
4,767
+443
127
$1.72M 0.09%
26,278
+146
128
$1.72M 0.09%
28,121
-19
129
$1.7M 0.09%
15,663
+148
130
$1.68M 0.09%
18,812
+1,262
131
$1.67M 0.09%
3,506
+69
132
$1.66M 0.09%
21,537
+44
133
$1.65M 0.09%
21,801
+286
134
$1.58M 0.09%
15,518
-40,267
135
$1.58M 0.09%
6,173
-824
136
$1.56M 0.08%
19,957
+533
137
$1.54M 0.08%
25,162
138
$1.51M 0.08%
1,322
139
$1.47M 0.08%
7,417
+232
140
$1.47M 0.08%
6,852
+414
141
$1.45M 0.08%
31,959
+405
142
$1.43M 0.08%
23,732
143
$1.4M 0.08%
21,623
+1,153
144
$1.31M 0.07%
12,929
+643
145
$1.31M 0.07%
24,049
+1,220
146
$1.3M 0.07%
18,335
147
$1.28M 0.07%
34,070
+310
148
$1.27M 0.07%
78,384
+8
149
$1.26M 0.07%
9,385
-2,005
150
$1.26M 0.07%
4,934
-88
4 5
6
7 8