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
151
$1.44M 0.09%
+67,630
152
$1.44M 0.09%
9,976
+5,856
153
$1.4M 0.09%
+35,732
154
$1.39M 0.09%
+23,812
155
$1.36M 0.09%
+10,908
156
$1.36M 0.09%
+15,775
157
$1.35M 0.09%
+17,285
158
$1.35M 0.09%
+8,923
159
$1.35M 0.09%
16,167
+232
160
$1.35M 0.09%
+27,546
161
$1.33M 0.09%
21,832
+671
162
$1.33M 0.09%
21,900
-56
163
$1.32M 0.09%
12,498
+10,684
164
$1.3M 0.08%
+26,581
165
$1.3M 0.08%
+47,940
166
$1.28M 0.08%
+20,452
167
$1.26M 0.08%
+14,824
168
$1.26M 0.08%
+16,250
169
$1.25M 0.08%
172,224
170
$1.25M 0.08%
+11,235
171
$1.25M 0.08%
+11,704
172
$1.25M 0.08%
+50,488
173
$1.24M 0.08%
20,040
+12,799
174
$1.24M 0.08%
+42,812
175
$1.23M 0.08%
30,650
+1,185
5 6
7
8 9