LW
Linscomb Wealth Portfolio holdings
AUM
$2.18B
This Quarter Return
-0.01%
1 Year Return
+16.68%
3 Year Return
+55.51%
5 Year Return
+102.33%
10 Year Return
+160.07%
AUM
$731M
AUM Growth
–
Cap. Flow
+$731M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.82%
Holding
235
New
235
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$54.6M |
| 2 |
Exxon Mobil
XOM
|
$48.6M |
| 3 |
Invesco Zacks Multi-Asset Income ETF
CVY
|
$45.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$42.6M |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
$42.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 13.11% |
| 2 | Healthcare | 1.97% |
| 3 | Industrials | 1.84% |
| 4 | Consumer Staples | 1.71% |
| 5 | Technology | 1.68% |
