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
$2.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.57M
3
+$2.11M
4
CADE icon
Cadence Bank
CADE
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$2.24M
2
+$1.69M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VRSK icon
Verisk Analytics
VRSK
+$1.14M

Sector Composition

1 Technology 9.98%
2 Financials 6.2%
3 Healthcare 5.53%
4 Energy 5.03%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$710K 0.03%
24,486
-200
202
$698K 0.03%
84,830
-1,847
203
$688K 0.03%
4,022
-1,789
204
$679K 0.03%
3,051
-54
205
$679K 0.03%
2,459
+63
206
$670K 0.03%
7,220
+1,992
207
$662K 0.03%
3,023
208
$635K 0.03%
32,654
+2,432
209
$632K 0.03%
4,530
+361
210
$618K 0.03%
3,700
+83
211
$616K 0.03%
19,228
-154
212
$605K 0.03%
23,222
+49
213
$590K 0.03%
2,888
-189
214
$588K 0.03%
1,589
215
$587K 0.03%
19,826
-1,357
216
$585K 0.03%
5,028
+15
217
$581K 0.03%
3,912
-126
218
$577K 0.03%
7,961
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219
$576K 0.03%
3,333
-125
220
$559K 0.03%
8,960
+310
221
$536K 0.03%
+4,623
222
$533K 0.03%
8,031
-103
223
$530K 0.03%
172,224
224
$513K 0.02%
10,821
+275
225
$497K 0.02%
4,296
-1,128
7 8
9
10 11