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
$932M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$28.2M
3
+$2.21M
4
WYNN icon
Wynn Resorts
WYNN
+$2.05M
5
GM icon
General Motors
GM
+$1.97M

Top Sells

1
+$20.2M
2
+$8.52M
3
+$4.58M
4
CLX icon
Clorox
CLX
+$1.91M
5
MMM icon
3M
MMM
+$1.87M

Sector Composition

1 Energy 14.69%
2 Healthcare 3.38%
3 Industrials 3.19%
4 Technology 2.65%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 0.57%
52,972
+1,041
27
$5.23M 0.56%
49,822
-209
28
$4.8M 0.51%
145,698
+1,975
29
$4.77M 0.51%
183,852
-7,667
30
$4.7M 0.5%
220,584
+12,761
31
$4.12M 0.44%
136,847
+5,212
32
$3.98M 0.43%
92,011
-5,988
33
$3.83M 0.41%
91,180
+691
34
$3.77M 0.41%
143,257
-4,730
35
$3.71M 0.4%
43,860
+988
36
$3.68M 0.4%
90,603
+1,755
37
$3.62M 0.39%
167,002
-25,308
38
$3.45M 0.37%
35,375
+1,384
39
$3.42M 0.37%
35,303
+11,157
40
$3.39M 0.36%
16,719
+451
41
$3.39M 0.36%
92,516
-1,978
42
$3.3M 0.35%
124,840
-2,481
43
$3.25M 0.35%
39,633
+3,042
44
$3.24M 0.35%
53,474
+1,069
45
$3.2M 0.34%
102,366
-23
46
$3.19M 0.34%
126,566
-2,958
47
$3.14M 0.34%
127,205
+11,076
48
$3M 0.32%
12,468
-4,312
49
$2.97M 0.32%
54,561
+1,423
50
$2.88M 0.31%
30,138
+1,135
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