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
$907M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$3.58M
3
+$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.2M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$2.2M

Top Sells

1
+$3.53M
2
+$3.4M
3
+$1.82M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.36M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$833K

Sector Composition

1 Energy 16.61%
2 Industrials 2.95%
3 Healthcare 2.63%
4 Technology 2.15%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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284
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285
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286
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287
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288
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