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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
$1.91B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.9M
3
+$874K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$634K
5
D icon
Dominion Energy
D
+$421K

Top Sells

1
+$53.2M
2
+$4.35M
3
+$3.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.16M
5
CINF icon
Cincinnati Financial
CINF
+$3.01M

Sector Composition

1 Technology 8.88%
2 Healthcare 5.55%
3 Energy 5.43%
4 Financials 5.22%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-26,147
327
– –
-2,810
328
– –
-3,759
329
– –
-9,387
330
– –
-10,538
331
– –
-5,380
332
– –
-9,770
333
– –
-2,520
334
– –
-2,135
10 11 12 13
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