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
51
$2.88M 0.31%
59,168
+1,720
52
$2.86M 0.31%
70,604
+2,905
53
$2.84M 0.31%
45,683
+1,198
54
$2.83M 0.3%
108,453
-326,402
55
$2.82M 0.3%
85,513
+2,687
56
$2.76M 0.3%
47,152
+894
57
$2.63M 0.28%
102,931
-495
58
$2.58M 0.28%
93,567
+2,450
59
$2.55M 0.27%
35,981
+1,580
60
$2.53M 0.27%
37,256
+855
61
$2.5M 0.27%
39,013
-1,552
62
$2.48M 0.27%
25,676
+1,921
63
$2.46M 0.26%
23,899
+1,041
64
$2.46M 0.26%
53,340
+1,148
65
$2.42M 0.26%
6,605
+528
66
$2.41M 0.26%
96,679
-994
67
$2.38M 0.25%
63,857
+2,727
68
$2.35M 0.25%
46,551
+3,966
69
$2.33M 0.25%
43,736
+1,707
70
$2.3M 0.25%
31,227
+1,265
71
$2.24M 0.24%
34,249
+1,177
72
$2.23M 0.24%
13,971
+901
73
$2.17M 0.23%
28,782
+1,204
74
$2.13M 0.23%
32,582
-382
75
$2.12M 0.23%
30,554
+217
1 2
3
4 5