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
276
$46K 0.01%
1,000
-1,000
277
$46K 0.01%
2,347
278
$41K ﹤0.01%
+35,500
279
$27K ﹤0.01%
1,328
280
– –
-8,474
281
– –
-3,505
282
– –
-30,945
283
– –
-18,339
284
– –
-7,757
285
– –
-1,707
286
– –
-6,913
287
– –
-4,626
288
– –
-480
8 9 10 11
12