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
$947M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.22M
3
+$3.09M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$3.04M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$3.03M

Top Sells

1
+$7.58M
2
+$5.05M
3
+$3.96M
4
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$2.78M
5
BSCE
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
+$1.94M

Sector Composition

1 Energy 16.77%
2 Industrials 2.89%
3 Healthcare 2.67%
4 Technology 2.28%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$474K 0.05%
17,664
177
$458K 0.05%
4,830
-91
178
$455K 0.05%
10,028
-430
179
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180
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10,154
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181
$424K 0.04%
4,700
182
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6,083
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183
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185
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186
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188
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189
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190
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194
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195
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3,458
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196
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3,888
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197
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198
$354K 0.04%
13,454
-2,236
199
$353K 0.04%
15,354
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200
$342K 0.04%
4,708
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