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
$1.91B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.94M
3
+$939K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$637K
5
D icon
Dominion Energy
D
+$402K

Top Sells

1
+$52.7M
2
+$5.01M
3
+$3.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.24M
5
KO icon
Coca-Cola
KO
+$3.04M

Sector Composition

1 Technology 8.88%
2 Healthcare 5.55%
3 Energy 5.44%
4 Financials 5.22%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$305K 0.02%
11,550
-5,234
252
$300K 0.02%
9,342
-1,578
253
$295K 0.02%
1,365
+20
254
$293K 0.02%
2,186
-175
255
$293K 0.02%
22,301
-6,739
256
$291K 0.02%
1,281
257
$288K 0.02%
3,165
-329
258
$286K 0.02%
831
-225
259
$277K 0.01%
2,734
+20
260
$276K 0.01%
2,064
-21
261
$274K 0.01%
1,444
-259
262
$272K 0.01%
1,542
263
$271K 0.01%
2,364
-360
264
$267K 0.01%
5,480
-1,691
265
$267K 0.01%
3,007
-82
266
$263K 0.01%
2,997
-125
267
$261K 0.01%
2,057
+146
268
$259K 0.01%
380
-7
269
$251K 0.01%
1,051
270
$239K 0.01%
2,281
-131
271
$223K 0.01%
1,233
-65
272
$222K 0.01%
57,764
273
$219K 0.01%
1,058
-2,237
274
$217K 0.01%
3,134
275
$215K 0.01%
3,611
-524
9 10
11
12 13