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
76
$2.32M 0.2%
48,360
+260
77
$2.26M 0.19%
99,450
78
$2.2M 0.19%
66,416
+3,305
79
$2.19M 0.19%
86,604
-4,871
80
$2.17M 0.19%
35,957
81
$2.17M 0.19%
18,153
82
$2.02M 0.17%
70,789
-1,992
83
$1.97M 0.17%
10,722
-542
84
$1.95M 0.17%
+79,269
85
$1.88M 0.16%
26,383
+46
86
$1.85M 0.16%
85,237
-362
87
$1.8M 0.15%
7,167
-109
88
$1.78M 0.15%
116,991
-49,175
89
$1.74M 0.15%
24,901
-701
90
$1.67M 0.14%
34,240
-140
91
$1.63M 0.14%
11,191
-47
92
$1.61M 0.14%
11,441
+31
93
$1.54M 0.13%
62,235
-650
94
$1.5M 0.13%
10,525
+39
95
$1.43M 0.12%
10,480
+206
96
$1.25M 0.11%
10,411
-948
97
$1.23M 0.11%
7,523
+141
98
$1.23M 0.11%
146,864
+500
99
$1.19M 0.1%
24,674
+129
100
$1.14M 0.1%
18,200
-24,874
2 3
4
5 6