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
$1.65B
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$1.83M
3
+$1.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.27M

Top Sells

1
+$628K
2
+$567K
3
+$526K
4
INTC icon
Intel
INTC
+$475K
5
XOM icon
Exxon Mobil
XOM
+$438K

Sector Composition

1 Technology 8.48%
2 Healthcare 6.11%
3 Financials 5.59%
4 Energy 5.24%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$646K 0.04%
6,294
+10
177
$643K 0.04%
5,731
178
$626K 0.04%
3,798
+96
179
$622K 0.04%
21,729
+1,213
180
$607K 0.04%
7,257
-1,067
181
$604K 0.04%
28,130
182
$603K 0.04%
11,844
+449
183
$594K 0.04%
8,349
+373
184
$593K 0.04%
4,804
-26
185
$586K 0.04%
3,716
-12
186
$581K 0.04%
4,307
187
$572K 0.03%
19,566
-2,040
188
$572K 0.03%
13,054
-5,181
189
$565K 0.03%
4,155
190
$564K 0.03%
8,294
-644
191
$560K 0.03%
19,616
-90
192
$558K 0.03%
30,306
+1,921
193
$547K 0.03%
6,978
194
$531K 0.03%
3,431
-72
195
$499K 0.03%
13,907
-650
196
$478K 0.03%
946
+216
197
$476K 0.03%
15,846
198
$476K 0.03%
1,261
+52
199
$469K 0.03%
5,642
200
$467K 0.03%
3,636
+48
6 7
8
9 10