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
101
$1.25M 0.13%
13,351
+1,410
102
$1.23M 0.13%
24,501
-33
103
$1.19M 0.13%
47,661
+6,137
104
$1.17M 0.13%
50,947
+13
105
$1.15M 0.12%
10,877
+3
106
$1.11M 0.12%
30,763
-87
107
$1.06M 0.11%
234,426
108
$1.03M 0.11%
4,994
-267
109
$1.02M 0.11%
22,953
+230
110
$1.01M 0.11%
24,446
-566
111
$1.01M 0.11%
14,738
+1,492
112
$985K 0.11%
42,296
-9,275
113
$985K 0.11%
20,193
+23
114
$959K 0.1%
8,442
+55
115
$940K 0.1%
13,766
+1
116
$934K 0.1%
10,806
+231
117
$934K 0.1%
9,703
+1,154
118
$926K 0.1%
17,805
+1,314
119
$839K 0.09%
9,093
+52
120
$836K 0.09%
8,723
+1,702
121
$811K 0.09%
8,616
-53
122
$803K 0.09%
10,631
+59
123
$779K 0.08%
13,760
+99
124
$772K 0.08%
34,203
-1,480
125
$770K 0.08%
7,344
+108
3 4
5
6 7