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
$1.22B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$2.35M
3
+$1.88M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.84M
5
TFC icon
Truist Financial
TFC
+$1.48M

Top Sells

1
+$8.07M
2
+$7M
3
+$6.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.69M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.31M

Sector Composition

1 Energy 9.62%
2 Financials 4.35%
3 Healthcare 4.12%
4 Industrials 4.06%
5 Technology 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$377K 0.03%
3,612
-201
202
$374K 0.03%
8,530
+2,814
203
$359K 0.03%
3,023
204
$351K 0.03%
+5,000
205
$343K 0.03%
+2,380
206
$341K 0.03%
3,666
+83
207
$339K 0.03%
16,085
-147
208
$329K 0.03%
+2,982
209
– –
0
210
$328K 0.03%
4,266
+59
211
$326K 0.03%
5,212
-400
212
$321K 0.03%
5,384
+2,002
213
$320K 0.03%
4,374
+227
214
$319K 0.03%
3,205
+124
215
$311K 0.03%
2,878
216
$309K 0.03%
2,076
217
$307K 0.03%
2,935
218
$301K 0.02%
9,415
-508
219
$299K 0.02%
1,604
-29
220
$296K 0.02%
5,484
-3,496
221
$295K 0.02%
3,100
222
$291K 0.02%
4,756
+1,281
223
$289K 0.02%
7,380
-306
224
$288K 0.02%
2,902
-580
225
$288K 0.02%
4,212
+56
7 8
9
10 11