LW
Linscomb Wealth Portfolio holdings
AUM $2.01B
AUM
$2.01B
AUM Growth
-$539K (-0%)
Cap. Flow
+$18.8M
Cap. Flow % of AUM
0.94%
Top 10 Holdings %Top 10 Hldgs %
45.07%
Holding
304
New
14
Increased
121
Reduced
113
Closed
12
Top Buys
| 1 | $6.94M | |
| 2 | $4.65M | |
| 3 | $3.68M | |
| 4 | $3.45M | |
| 5 | $2.17M |
Top Sells
| 1 | $4.52M | |
| 2 | $4.01M | |
| 3 | $2.42M | |
| 4 | $1.71M | |
| 5 | $1.51M |
Sector Composition
| 1 | Technology | 9.71% |
| 2 | Financials | 6.52% |
| 3 | Energy | 6.04% |
| 4 | Healthcare | 5.32% |
| 5 | Industrials | 4.38% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -16,167 | Closed | – | |||
| $0 | 0% | 0 -1,894 | Closed | – | |||
| $0 | 0% | 0 -1,136 | Closed | – | |||
| $0 | 0% | 0 -27,160 | Closed | – |
