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
76
$1.95M 0.22%
32,574
+79
77
$1.94M 0.21%
29,152
+413
78
$1.92M 0.21%
40,816
-446
79
$1.91M 0.21%
5,823
+507
80
$1.88M 0.21%
25,195
+876
81
$1.87M 0.21%
29,903
-61
82
$1.83M 0.2%
19,104
+1,052
83
$1.8M 0.2%
234,426
84
$1.76M 0.19%
12,511
+10,467
85
$1.75M 0.19%
50,027
+1,375
86
$1.74M 0.19%
151,458
-10,121
87
$1.72M 0.19%
45,328
+803
88
$1.71M 0.19%
32,004
+4,908
89
$1.7M 0.19%
30,057
-2,974
90
$1.69M 0.19%
44,185
-1,369
91
$1.58M 0.17%
11,451
92
$1.53M 0.17%
49,778
+1,594
93
$1.5M 0.17%
13,363
+611
94
$1.48M 0.16%
15,905
-6,462
95
$1.44M 0.16%
+17,503
96
$1.39M 0.15%
15,891
97
$1.32M 0.15%
24,311
+1,396
98
$1.25M 0.14%
30,142
+1,745
99
$1.23M 0.14%
25,906
+128
100
$1.21M 0.13%
51,571
-2,638
2 3
4
5 6