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
$1.93B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.5M
3
+$1.99M
4
NEE icon
NextEra Energy
NEE
+$1.16M
5
SUN icon
Sunoco
SUN
+$833K

Top Sells

1
+$5.57M
2
+$4.79M
3
+$3.65M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.92M
5
LRCX icon
Lam Research
LRCX
+$1.81M

Sector Composition

1 Technology 11.17%
2 Financials 5.8%
3 Energy 5.74%
4 Healthcare 4.8%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$275K 0.01%
+9,509
252
$273K 0.01%
3,823
+114
253
$270K 0.01%
695
+29
254
$269K 0.01%
+5,128
255
$267K 0.01%
971
+103
256
$266K 0.01%
1,318
257
$260K 0.01%
5,020
258
$259K 0.01%
5,586
+8
259
$259K 0.01%
2,569
260
$257K 0.01%
3,410
+577
261
$255K 0.01%
4,000
262
$254K 0.01%
1,487
-413
263
$254K 0.01%
7,232
+105
264
$253K 0.01%
2,321
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265
$253K 0.01%
4,410
266
$253K 0.01%
2,007
+2
267
$248K 0.01%
933
-29
268
$244K 0.01%
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269
$244K 0.01%
+1,217
270
$238K 0.01%
3,867
+154
271
$233K 0.01%
4,077
272
$232K 0.01%
+4,909
273
$231K 0.01%
2,261
-138
274
$230K 0.01%
10,919
-2,153
275
$228K 0.01%
2,292
-160
8 9 10
11
12