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
$1.45B
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.24M
3
+$2.89M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.19M
5
BAC icon
Bank of America
BAC
+$1.01M

Top Sells

1
+$2.39M
2
+$1.68M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$703K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$637K

Sector Composition

1 Technology 9.03%
2 Healthcare 5.48%
3 Financials 5.33%
4 Industrials 4.49%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$270K 0.02%
5,234
252
$255K 0.02%
17,260
-3,065
253
$251K 0.02%
805
+54
254
$250K 0.02%
+15,916
255
$248K 0.02%
12,817
256
$246K 0.02%
1,191
-707
257
$246K 0.02%
2,014
+36
258
$245K 0.02%
7,070
-1,010
259
$244K 0.02%
321
260
$238K 0.02%
9,079
-84
261
$235K 0.02%
2,500
262
$233K 0.02%
1,790
-75
263
$233K 0.02%
3,943
-1,733
264
$231K 0.02%
4,457
265
$231K 0.02%
9,595
-1,722
266
$228K 0.02%
+3,571
267
$218K 0.02%
2,013
-92
268
$214K 0.01%
8,856
+73
269
$212K 0.01%
+2,525
270
$209K 0.01%
+3,645
271
$209K 0.01%
+1,516
272
$209K 0.01%
+3,189
273
$207K 0.01%
666
274
$205K 0.01%
+1,863
275
$204K 0.01%
8,103
+300
9 10
11
12 13