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
101
$1.14M 0.1%
17,990
-647
102
$1.11M 0.1%
38,377
-1,568
103
$1.08M 0.09%
6,349
+17
104
$1.08M 0.09%
+27,874
105
$1.07M 0.09%
13,944
-99
106
$1.06M 0.09%
16,610
+362
107
$1.05M 0.09%
12,704
+218
108
$1.04M 0.09%
32,743
-39
109
$1.03M 0.09%
15,628
110
$1.01M 0.09%
18,057
111
$1M 0.09%
12,338
-1,000
112
$996K 0.09%
39,921
-95
113
$989K 0.08%
21,100
-71
114
$984K 0.08%
46,078
+8
115
$983K 0.08%
12,724
-1,263
116
$923K 0.08%
16,479
-1,528
117
$883K 0.08%
17,650
+4,235
118
$864K 0.07%
4,768
119
$862K 0.07%
4,912
+85
120
$854K 0.07%
9,525
+32
121
$850K 0.07%
34,136
-1,281
122
$846K 0.07%
44,112
-8,044
123
$838K 0.07%
4,432
+3
124
$821K 0.07%
38,346
+15
125
$818K 0.07%
11,114
-43
3 4
5
6 7