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
$1.16B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.53M
3
+$3.93M
4
HBI icon
Hanesbrands
HBI
+$1.95M
5
SFBS icon
ServisFirst Bancshares
SFBS
+$1.08M

Top Sells

1
+$4.1M
2
+$2.84M
3
+$1.56M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.51M
5
XOM icon
Exxon Mobil
XOM
+$1.3M

Sector Composition

1 Energy 9.87%
2 Industrials 4.06%
3 Healthcare 3.98%
4 Financials 3.68%
5 Technology 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.02%
2,189
-20
227
$261K 0.02%
3,081
+128
228
$260K 0.02%
4,156
-525
229
$257K 0.02%
3,100
230
$255K 0.02%
2,330
-160
231
$254K 0.02%
2,500
232
$254K 0.02%
13,909
+1,057
233
$249K 0.02%
+55,680
234
$248K 0.02%
+10,220
235
$244K 0.02%
3,173
-674
236
– –
0
237
$239K 0.02%
5,986
-1,194
238
$237K 0.02%
7,894
+15
239
$233K 0.02%
5,716
+8
240
$230K 0.02%
+4,716
241
$229K 0.02%
+4,758
242
$226K 0.02%
+17,759
243
$226K 0.02%
+45,000
244
$225K 0.02%
11,323
+1,160
245
$221K 0.02%
+3,475
246
$221K 0.02%
+931
247
$219K 0.02%
2,848
-190
248
$219K 0.02%
2,013
+6
249
$214K 0.02%
20,530
250
$213K 0.02%
+3,846
7 8 9
10
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