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
$1.45B
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.24M
3
+$2.89M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.19M
5
BAC icon
Bank of America
BAC
+$1.01M

Top Sells

1
+$2.39M
2
+$1.68M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$703K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$637K

Sector Composition

1 Technology 9.03%
2 Healthcare 5.48%
3 Financials 5.33%
4 Industrials 4.49%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.29M 0.16%
29,347
102
$2.29M 0.16%
14,145
+999
103
$2.15M 0.15%
6,066
+65
104
$2.13M 0.15%
16,567
-2,327
105
$2.04M 0.14%
31,117
+1,977
106
$2.01M 0.14%
4,550
+31
107
$1.99M 0.14%
12,025
+390
108
$1.95M 0.13%
35,002
+935
109
$1.94M 0.13%
24,105
+1,166
110
$1.92M 0.13%
26,753
+1,810
111
$1.9M 0.13%
10,020
+407
112
$1.8M 0.12%
62,553
+210
113
$1.79M 0.12%
19,604
+624
114
$1.76M 0.12%
3,596
+164
115
$1.71M 0.12%
15,434
+2,846
116
$1.64M 0.11%
23,696
+120
117
$1.64M 0.11%
37,116
118
$1.63M 0.11%
954
-37
119
$1.59M 0.11%
9,050
+26
120
$1.55M 0.11%
26,941
-665
121
$1.52M 0.1%
10,995
+754
122
$1.5M 0.1%
7,026
+15
123
$1.47M 0.1%
31,674
124
$1.46M 0.1%
6,433
+287
125
$1.39M 0.1%
31,296
-93
3 4
5
6 7