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
251
$235K 0.03%
3,518
252
$235K 0.03%
10,383
+48
253
$233K 0.03%
15,732
-3,691
254
$232K 0.03%
4,446
-9
255
$232K 0.03%
+3,582
256
$229K 0.03%
9,564
257
$227K 0.03%
4,581
-216
258
$226K 0.02%
+20,124
259
$225K 0.02%
6,084
+533
260
$225K 0.02%
2,912
+43
261
$223K 0.02%
4,501
262
$219K 0.02%
3,565
+92
263
$217K 0.02%
1,883
-91
264
$213K 0.02%
+3,393
265
$208K 0.02%
2,296
266
$207K 0.02%
4,849
-168
267
$202K 0.02%
4,374
+600
268
$200K 0.02%
+173
269
$186K 0.02%
27,115
+1,200
270
$167K 0.02%
24,224
-7,974
271
$161K 0.02%
+13,520
272
$152K 0.02%
+4,350
273
$141K 0.02%
5,750
+130
274
$112K 0.01%
50,000
275
$64K 0.01%
5,479
+84
8 9 10
11
12