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
$906M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.62M
3
+$2.25M
4
AMGN icon
Amgen
AMGN
+$1.47M
5
DE icon
Deere & Co
DE
+$1.44M

Top Sells

1
+$8.26M
2
+$6.32M
3
+$5.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.75M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.89M

Sector Composition

1 Energy 17.08%
2 Industrials 3.23%
3 Healthcare 3.02%
4 Technology 2.62%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.03%
+2,730
227
$279K 0.03%
1,945
+312
228
$272K 0.03%
3,886
+245
229
$266K 0.03%
6,657
+1,372
230
$266K 0.03%
4,169
231
$266K 0.03%
+1,101
232
$265K 0.03%
2,387
+76
233
$263K 0.03%
7,668
-10
234
$263K 0.03%
6,318
+480
235
$261K 0.03%
3,297
+335
236
$261K 0.03%
6,656
-110
237
$260K 0.03%
7,787
-87
238
$257K 0.03%
+2,614
239
$256K 0.03%
+2,045
240
$256K 0.03%
1,396
+161
241
$254K 0.03%
+5,700
242
$254K 0.03%
12,492
+56
243
$254K 0.03%
4,788
+77
244
$252K 0.03%
10,227
245
$248K 0.03%
3,317
+107
246
$247K 0.03%
2,500
-129
247
$246K 0.03%
4,561
+411
248
$242K 0.03%
5,484
+150
249
$238K 0.03%
+1,335
250
$235K 0.03%
+2,883
8 9
10
11 12