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
$992M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$22.6M
3
+$1.67M
4
SHPG
Shire pic
SHPG
+$1.18M
5
TFC icon
Truist Financial
TFC
+$497K

Top Sells

1
+$4.67M
2
+$1.99M
3
+$1.72M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.56M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.32M

Sector Composition

1 Energy 12.57%
2 Materials 4.38%
3 Healthcare 3.59%
4 Industrials 3.29%
5 Technology 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.29%
28,429
+1,678
52
$2.85M 0.29%
75,950
+1,175
53
$2.81M 0.28%
32,818
-1,660
54
$2.8M 0.28%
43,440
+2,728
55
$2.73M 0.28%
109,885
-2,541
56
$2.69M 0.27%
52,629
-7,643
57
$2.53M 0.26%
34,106
+216
58
$2.52M 0.25%
16,547
+58
59
$2.51M 0.25%
38,789
+1,055
60
$2.5M 0.25%
68,599
-9,201
61
$2.42M 0.24%
7,080
-364
62
$2.4M 0.24%
18,502
+1,166
63
$2.37M 0.24%
27,852
+655
64
$2.35M 0.24%
17,972
+680
65
$2.31M 0.23%
122,134
-33,617
66
$2.29M 0.23%
24,012
+1,706
67
$2.26M 0.23%
42,113
+3,354
68
$2.25M 0.23%
30,914
-222
69
$2.22M 0.22%
42,517
+5,141
70
$2.15M 0.22%
19,000
+1,209
71
$2M 0.2%
26,247
+21
72
$1.9M 0.19%
53,120
+1,500
73
$1.87M 0.19%
78,764
-3,225
74
$1.83M 0.18%
23,193
+356
75
$1.81M 0.18%
76,516
-3,700
1 2
3
4 5