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
$1.71B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.84M
3
+$880K
4
TSLA icon
Tesla
TSLA
+$666K
5
VB icon
Vanguard Small-Cap ETF
VB
+$289K

Top Sells

1
+$5.26M
2
+$4.58M
3
+$4.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.44M
5
D icon
Dominion Energy
D
+$3.96M

Sector Composition

1 Technology 10%
2 Energy 6.17%
3 Healthcare 5.54%
4 Financials 5.21%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$734K 0.04%
4,151
-102
177
$727K 0.04%
19,111
-1,159
178
$708K 0.04%
5,131
-31
179
$687K 0.04%
8,733
180
$687K 0.04%
20,540
181
$685K 0.04%
3,738
+561
182
$669K 0.04%
6,411
183
$667K 0.04%
11,449
+8
184
$661K 0.04%
5,731
185
$658K 0.04%
9,488
-41
186
$654K 0.04%
7,156
-18
187
$648K 0.04%
23,147
188
$630K 0.04%
8,825
-1,080
189
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2,323
-287
190
$612K 0.04%
9,455
191
$611K 0.04%
5,089
-79
192
$608K 0.04%
3,216
+1,527
193
$598K 0.04%
4,193
194
$593K 0.03%
2,602
-10
195
$592K 0.03%
1,173
+383
196
$591K 0.03%
2,772
-12
197
$576K 0.03%
3,860
-1,130
198
$569K 0.03%
13,080
-1,690
199
$561K 0.03%
3,683
-50
200
$553K 0.03%
15,559
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8
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