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
126
$2.11M 0.1%
23,757
+1,065
127
$2.09M 0.1%
25,198
-343
128
$2.09M 0.1%
20,610
+1,048
129
$2.07M 0.1%
24,338
130
$2.04M 0.1%
28,099
+2,283
131
$1.99M 0.1%
24,625
-675
132
$1.97M 0.09%
27,355
133
$1.94M 0.09%
20,728
-606
134
$1.9M 0.09%
144,274
-150
135
$1.88M 0.09%
8,014
+403
136
$1.85M 0.09%
4,234
+192
137
$1.85M 0.09%
62,038
+49,221
138
$1.84M 0.09%
16,188
+975
139
$1.83M 0.09%
6,113
-89
140
$1.78M 0.08%
53,651
+27,788
141
$1.77M 0.08%
33,325
+18,150
142
$1.73M 0.08%
7,490
+197
143
$1.73M 0.08%
19,241
+240
144
$1.63M 0.08%
15,134
+7,347
145
$1.59M 0.08%
54,150
+4,660
146
$1.59M 0.08%
13,906
+132
147
$1.59M 0.08%
26,780
+3,048
148
$1.56M 0.07%
9,370
149
$1.52M 0.07%
74,512
150
$1.51M 0.07%
38,351
+21,426
4 5
6
7 8