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
76
$2.1M 0.23%
27,397
+1,650
77
$2.05M 0.22%
+16,272
78
$1.98M 0.21%
25,807
-457
79
$1.98M 0.21%
71,977
-3,109
80
$1.97M 0.21%
+52,417
81
$1.9M 0.2%
12,668
+9,650
82
$1.86M 0.2%
32,940
+1,658
83
$1.81M 0.19%
48,089
+2,063
84
$1.71M 0.18%
19,447
+1,581
85
$1.7M 0.18%
20,385
-206
86
$1.67M 0.18%
149,071
+1,864
87
$1.65M 0.18%
30,759
-2,202
88
$1.61M 0.17%
29,307
-635
89
$1.55M 0.17%
+10,760
90
$1.53M 0.16%
15,891
91
$1.49M 0.16%
46,936
-1,528
92
$1.49M 0.16%
21,888
-320
93
$1.46M 0.16%
12,939
-142
94
$1.44M 0.15%
16,634
-108
95
$1.4M 0.15%
35,957
+1,595
96
$1.37M 0.15%
12,026
-299
97
$1.36M 0.15%
28,702
+3,114
98
$1.3M 0.14%
6,590
99
$1.28M 0.14%
29,599
-423
100
$1.26M 0.13%
27,113
-2,812
2 3
4
5 6