LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
+12.89%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$1.19B
AUM Growth
+$1.19B
(+12%)
Cap. Flow
-$212K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
56.81%
Holding
276
New
14
Increased
119
Reduced
86
Closed
11
Top Buys
| 1 |
Lam Research
LRCX
|
$4.06M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.42M |
| 3 |
WisdomTree US SmallCap Earnings Fund
EES
|
$1.24M |
| 4 |
HES
Hess
HES
|
$1.1M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
$601K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.19M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$4.09M |
| 3 |
Merck
MRK
|
$3.81M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.91M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$852K |
Sector Composition
| 1 | Energy | 10.24% |
| 2 | Technology | 5.63% |
| 3 | Financials | 4.45% |
| 4 | Healthcare | 4.34% |
| 5 | Industrials | 3.56% |
