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
176
$1.23M 0.08%
18,335
177
$1.21M 0.08%
+4,751
178
$1.21M 0.08%
+8,495
179
$1.21M 0.08%
+31,945
180
$1.21M 0.08%
30,477
+6,954
181
$1.2M 0.08%
+19,518
182
$1.2M 0.08%
14,246
-117
183
$1.19M 0.08%
+17,696
184
$1.19M 0.08%
+23,313
185
$1.19M 0.08%
+30,762
186
$1.18M 0.08%
+23,617
187
$1.17M 0.08%
+33,715
188
$1.17M 0.08%
+11,416
189
$1.17M 0.08%
12,192
+9,460
190
$1.15M 0.07%
+5,468
191
$1.13M 0.07%
21,028
+8,682
192
$1.12M 0.07%
11,160
+374
193
$1.12M 0.07%
+26,145
194
$1.11M 0.07%
6,852
+353
195
$1.11M 0.07%
+2,946
196
$1.1M 0.07%
6,480
-760
197
$1.1M 0.07%
+34,864
198
$1.09M 0.07%
+42,832
199
$1.09M 0.07%
3,703
+332
200
$1.08M 0.07%
+7,988
6 7
8
9 10