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
151
$1.5M 0.07%
11,633
-324
152
$1.48M 0.07%
6,017
+5
153
$1.48M 0.07%
30,741
+78
154
$1.47M 0.07%
12,842
+19
155
$1.47M 0.07%
33,637
+1
156
$1.43M 0.07%
4,053
+45
157
$1.36M 0.06%
18,335
158
$1.32M 0.06%
16,386
+2,060
159
$1.26M 0.06%
3,573
+78
160
$1.26M 0.06%
12,389
-15,470
161
$1.23M 0.06%
28,385
-473
162
$1.22M 0.06%
16,843
+1,921
163
$1.18M 0.06%
7,076
-409
164
$1.17M 0.06%
30,334
165
$1.17M 0.06%
9,911
+6,146
166
$1.16M 0.06%
3,096
+1
167
$1.12M 0.05%
26,208
-2,873
168
$1.12M 0.05%
5,562
+371
169
$1.11M 0.05%
20,046
+95
170
$1.07M 0.05%
14,379
-1,800
171
$1.06M 0.05%
39,318
-10,360
172
$1.06M 0.05%
25,001
173
$1.05M 0.05%
55,484
-4,822
174
$1.02M 0.05%
26,236
-390
175
$1.01M 0.05%
6,052
-12
5 6
7
8 9