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
$1.06B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$6.99M
3
+$6.59M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$5.53M
5
VRSK icon
Verisk Analytics
VRSK
+$2.71M

Top Sells

1
+$11.9M
2
+$3.09M
3
+$2.48M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.68M
5
HES
Hess
HES
+$1.51M

Sector Composition

1 Energy 9.54%
2 Healthcare 5.13%
3 Technology 4.93%
4 Financials 4.42%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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