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
$1.18B
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$8.26M
2 +$3.37M
3 +$3.04M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

1 +$4.67M
2 +$3.36M
3 +$3.17M
4
OXY icon
Occidental Petroleum
OXY
+$1.91M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.85M

Sector Composition

1 Energy 9.1%
2 Financials 4.48%
3 Technology 4.34%
4 Healthcare 4.1%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-5,000
277
-3,114
278
-7,910
279
-45,795
280
-1,470
281
-159,306
282
-70,076
283
-1,387