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
$906M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.62M
3
+$2.25M
4
AMGN icon
Amgen
AMGN
+$1.47M
5
DE icon
Deere & Co
DE
+$1.44M

Top Sells

1
+$8.26M
2
+$6.32M
3
+$5.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.75M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.89M

Sector Composition

1 Energy 17.08%
2 Industrials 3.23%
3 Healthcare 3.02%
4 Technology 2.62%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.3%
106,083
-145
52
$2.68M 0.3%
51,592
+1,853
53
$2.64M 0.29%
28,318
+867
54
$2.6M 0.29%
44,990
+1,010
55
$2.57M 0.28%
43,334
+1,824
56
$2.54M 0.28%
103,132
-3,518
57
$2.45M 0.27%
21,975
+406
58
$2.38M 0.26%
22,510
+113
59
$2.37M 0.26%
34,747
+1,025
60
$2.34M 0.26%
42,275
+71
61
$2.31M 0.25%
23,482
+982
62
$2.3M 0.25%
33,250
-13
63
$2.29M 0.25%
58,709
+4,326
64
$2.28M 0.25%
90,701
+3,329
65
$2.25M 0.25%
80,325
+2,804
66
$2.24M 0.25%
29,946
+2,651
67
$2.23M 0.25%
26,712
+835
68
$2.17M 0.24%
82,337
-30,573
69
$2.11M 0.23%
72,539
+10,248
70
$2.09M 0.23%
17,613
+174
71
$2.08M 0.23%
22,026
+197
72
$2.01M 0.22%
38,083
-1,350
73
$2M 0.22%
95,136
-16,486
74
$1.98M 0.22%
19,504
+732
75
$1.98M 0.22%
60,635
-1,017
1 2
3
4 5