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
$932M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$28.2M
3
+$2.21M
4
WYNN icon
Wynn Resorts
WYNN
+$2.05M
5
GM icon
General Motors
GM
+$1.97M

Top Sells

1
+$20.2M
2
+$8.52M
3
+$4.58M
4
CLX icon
Clorox
CLX
+$1.91M
5
MMM icon
3M
MMM
+$1.87M

Sector Composition

1 Energy 14.69%
2 Healthcare 3.38%
3 Industrials 3.19%
4 Technology 2.65%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$289K 0.03%
2,391
-136
227
$286K 0.03%
5,700
228
$279K 0.03%
4,690
-7
229
$277K 0.03%
2,819
-119
230
$269K 0.03%
3,238
-79
231
$261K 0.03%
3,589
+4
232
$257K 0.03%
3,024
+66
233
$251K 0.03%
3,523
-54
234
$251K 0.03%
8,886
-9,546
235
$249K 0.03%
1,326
-127
236
$246K 0.03%
5,000
237
$242K 0.03%
7,700
-800
238
$236K 0.03%
6,740
+52
239
$236K 0.03%
4,610
-68
240
$234K 0.03%
4,706
-96
241
$232K 0.02%
5,667
-639
242
$231K 0.02%
1,667
-138
243
$230K 0.02%
4,080
+9
244
$229K 0.02%
1,940
-2,341
245
$229K 0.02%
4,403
+223
246
$225K 0.02%
6,566
-2,346
247
$222K 0.02%
2,004
-42
248
$222K 0.02%
+3,541
249
$219K 0.02%
4,581
250
$219K 0.02%
+1,758
8 9
10
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