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
$1.18B
AUM Growth
+$500K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.63M
3
+$891K
4
DUK icon
Duke Energy
DUK
+$860K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$849K

Top Sells

1
+$21.6M
2
+$3.51M
3
+$3.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.08M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.49M

Sector Composition

1 Energy 10.71%
2 Technology 4.57%
3 Financials 4.53%
4 Healthcare 4.37%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$486K 0.04%
4,642
-686
177
$482K 0.04%
10,405
+222
178
$481K 0.04%
14,077
+253
179
$481K 0.04%
9,712
+164
180
$479K 0.04%
9,907
+52
181
$475K 0.04%
22,326
182
$475K 0.04%
6,704
+297
183
$466K 0.04%
4,228
-89
184
$461K 0.04%
6,746
+388
185
$458K 0.04%
5,793
+1,125
186
$456K 0.04%
5,008
+30
187
$453K 0.04%
12,699
+5,319
188
$427K 0.04%
2,989
189
$424K 0.04%
19,873
+4,739
190
$423K 0.04%
12,027
-1,091
191
$416K 0.04%
2,234
+391
192
$408K 0.03%
7,696
+1,832
193
$407K 0.03%
31,255
194
$406K 0.03%
4,418
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195
$406K 0.03%
5,785
196
$395K 0.03%
6,611
-95
197
$390K 0.03%
4,082
+198
198
$389K 0.03%
3,202
+155
199
$388K 0.03%
4,873
-139
200
$387K 0.03%
4,642
6 7
8
9 10