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
$1.65B
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$1.83M
3
+$1.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.27M

Top Sells

1
+$628K
2
+$567K
3
+$526K
4
INTC icon
Intel
INTC
+$475K
5
XOM icon
Exxon Mobil
XOM
+$438K

Sector Composition

1 Technology 8.48%
2 Healthcare 6.11%
3 Financials 5.59%
4 Energy 5.24%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.11%
1,134
-8
127
$1.85M 0.11%
144,274
128
$1.82M 0.11%
21,120
+622
129
$1.68M 0.1%
3,320
+1
130
$1.68M 0.1%
8,928
+40
131
$1.67M 0.1%
27,160
132
$1.66M 0.1%
26,639
+2,724
133
$1.65M 0.1%
32,796
-6,840
134
$1.63M 0.1%
26,780
135
$1.62M 0.1%
105,578
-7,308
136
$1.59M 0.1%
29,507
-89
137
$1.53M 0.09%
27,234
-1,472
138
$1.52M 0.09%
4,635
+166
139
$1.46M 0.09%
25,325
+643
140
$1.44M 0.09%
56,789
-351
141
$1.33M 0.08%
25,000
-106
142
$1.3M 0.08%
9,026
+138
143
$1.3M 0.08%
12,132
-212
144
$1.28M 0.08%
17,984
-167
145
$1.28M 0.08%
29,586
-255
146
$1.18M 0.07%
4,284
+193
147
$1.16M 0.07%
18,827
+539
148
$1.15M 0.07%
18,602
+190
149
$1.13M 0.07%
22,385
-584
150
$1.12M 0.07%
80,056
+8,232
4 5
6
7 8