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
201
$1.07M 0.07%
32,845
202
$1.06M 0.07%
+27,926
203
$1.06M 0.07%
91,248
+1,256
204
$1.06M 0.07%
+37,448
205
$1.06M 0.07%
+36,180
206
$1.05M 0.07%
27,874
207
$1.05M 0.07%
+110,957
208
$1.04M 0.07%
+6,949
209
$1.04M 0.07%
+13,587
210
$1.03M 0.07%
+22,800
211
$1.02M 0.07%
+11,795
212
$1.02M 0.07%
7,061
+1,881
213
$1.02M 0.07%
+29,739
214
$1.02M 0.07%
16,209
-10,374
215
$1.01M 0.07%
33,010
216
$1.01M 0.07%
34,301
-387
217
$1.01M 0.07%
+15,133
218
$1.01M 0.07%
+16,943
219
$996K 0.07%
+11,532
220
$996K 0.07%
+14,050
221
$995K 0.06%
25,000
222
$995K 0.06%
+11,468
223
$988K 0.06%
+4,652
224
$984K 0.06%
+10,597
225
$980K 0.06%
+12,781
7 8
9
10 11