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
51
$3.93M 0.34%
62,569
+3,012
52
$3.84M 0.33%
49,916
+557
53
$3.73M 0.32%
143,111
-9,859
54
$3.71M 0.32%
33,422
-54
55
$3.66M 0.31%
84,338
-2,268
56
$3.59M 0.31%
25,201
+675
57
$3.57M 0.31%
33,948
+368
58
$3.55M 0.3%
42,306
+932
59
$3.52M 0.3%
20,929
-126
60
$3.47M 0.3%
66,793
-4,728
61
$3.45M 0.3%
25,571
+984
62
$3.23M 0.28%
60,183
+1,517
63
$3.21M 0.28%
49,285
+1,016
64
$3.17M 0.27%
66,492
+2,777
65
$3.15M 0.27%
31,545
+1,104
66
$3.15M 0.27%
38,783
+2,186
67
$3.13M 0.27%
68,332
+3,406
68
$3.11M 0.27%
60,002
+3,066
69
$3.02M 0.26%
26,130
+646
70
$3.01M 0.26%
26,013
-617
71
$2.73M 0.23%
62,369
-38
72
$2.72M 0.23%
60,375
73
$2.58M 0.22%
53,740
+140
74
$2.43M 0.21%
97,406
+4,430
75
$2.37M 0.2%
33,400
1 2
3
4 5