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LW

Linscomb Wealth Portfolio holdings

AUM $2.25B
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
+$8.47M
2
+$3.5M
3
+$3.48M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$4.81M
2
+$3.36M
3
+$2.89M
4
OXY icon
Occidental Petroleum
OXY
+$2.05M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.89M

Sector Composition

1 Energy 9.06%
2 Financials 4.48%
3 Technology 4.34%
4 Healthcare 4.1%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-3,251
277
– –
-2,767
278
– –
-7,890
279
– –
-2,811
280
– –
-1,455
281
– –
-1,130
282
– –
-5,000
283
– –
-3,114
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