LW

Linscomb Wealth Portfolio holdings

AUM $2.38B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$1.82M
3 +$1.3M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.17M
5
XOM icon
Exxon Mobil
XOM
+$1.12M

Top Sells

1 +$1.63M
2 +$1.35M
3 +$828K
4
CCI icon
Crown Castle
CCI
+$539K
5
BX icon
Blackstone
BX
+$488K

Sector Composition

1 Energy 9.51%
2 Technology 5.78%
3 Financials 4.79%
4 Healthcare 4.19%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
0
277
-19,184