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
$1.22B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.7M
3
+$1.24M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.11M

Top Sells

1
+$1.43M
2
+$1.29M
3
+$828K
4
CCI icon
Crown Castle
CCI
+$547K
5
BX icon
Blackstone
BX
+$488K

Sector Composition

1 Energy 9.51%
2 Technology 5.78%
3 Financials 4.79%
4 Healthcare 4.19%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.36%
84,646
+1,448
52
$4.4M 0.36%
234,270
+7,630
53
$4.38M 0.36%
92,469
+4,135
54
$4.34M 0.36%
133,558
+2,868
55
$4.33M 0.36%
32,344
+1,399
56
$4.32M 0.35%
63,213
+120
57
$4.32M 0.35%
41,806
+535
58
$4.23M 0.35%
147,070
+4,290
59
$4.19M 0.34%
84,283
+4,103
60
$4.12M 0.34%
147,043
+2,867
61
$3.93M 0.32%
75,083
+1,788
62
$3.84M 0.32%
54,844
+2,307
63
$3.83M 0.31%
33,355
+1,010
64
$3.66M 0.3%
75,574
+200
65
$3.62M 0.3%
24,729
+120
66
$3.48M 0.29%
26,422
+350
67
$3.3M 0.27%
67,187
+6,517
68
$3.22M 0.26%
33,018
+933
69
$3.21M 0.26%
40,099
-994
70
$3.17M 0.26%
78,508
-8
71
$3.13M 0.26%
11,849
+42
72
$3.12M 0.26%
30,090
-49
73
$3.11M 0.25%
57,007
+4,946
74
$2.95M 0.24%
76,877
+2,877
75
$2.9M 0.24%
53,700
+280
1 2
3
4 5