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
$2.02B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.53M
3
+$2.09M
4
MRVL icon
Marvell Technology
MRVL
+$2.06M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.12M

Top Sells

1
+$8.09M
2
+$7.61M
3
+$4.05M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.83M

Sector Composition

1 Technology 10.37%
2 Financials 5.91%
3 Energy 5.49%
4 Healthcare 4.86%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$849K 0.04%
1,372
-113
177
$846K 0.04%
6,400
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178
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4,200
+41
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7,877
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181
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9,251
182
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7,097
183
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184
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8,325
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185
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3,230
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186
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187
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188
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198
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22,180
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199
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12,151
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$697K 0.03%
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