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
$1.16B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.53M
3
+$3.93M
4
HBI icon
Hanesbrands
HBI
+$1.95M
5
SFBS icon
ServisFirst Bancshares
SFBS
+$1.08M

Top Sells

1
+$4.1M
2
+$2.84M
3
+$1.56M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.51M
5
XOM icon
Exxon Mobil
XOM
+$1.3M

Sector Composition

1 Energy 9.87%
2 Industrials 4.06%
3 Healthcare 3.98%
4 Financials 3.68%
5 Technology 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.17M 0.53%
52,510
+304
27
$5.75M 0.49%
36,702
+455
28
$5.6M 0.48%
63,035
+228
29
$5.59M 0.48%
18,027
+118
30
$5.57M 0.48%
21,901
-314
31
$5.49M 0.47%
185,439
+4,954
32
$5.01M 0.43%
232,967
-5,234
33
$4.9M 0.42%
53,866
+1,280
34
$4.87M 0.42%
127,770
+5,020
35
$4.86M 0.42%
40,475
+2,357
36
$4.79M 0.41%
96,755
+3,529
37
$4.78M 0.41%
106,137
+3,867
38
$4.76M 0.41%
77,969
+911
39
$4.72M 0.41%
42,366
-1,026
40
$4.68M 0.4%
35,392
+404
41
$4.59M 0.39%
86,015
+2,842
42
$4.58M 0.39%
+41,801
43
$4.49M 0.39%
133,446
+1,498
44
$4.42M 0.38%
130,634
+6,080
45
$4.41M 0.38%
79,969
+1,402
46
$4.38M 0.38%
9,791
+446
47
$4.27M 0.37%
58,410
+1,262
48
$4.26M 0.37%
22,846
+426
49
$4.24M 0.36%
200,197
-30,421
50
$4.01M 0.34%
188,689
-12,562
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2
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