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
126
$767K 0.08%
25,600
127
$757K 0.08%
+35,650
128
$754K 0.08%
9,673
+4,763
129
$751K 0.08%
10,000
130
$744K 0.08%
15,125
+6,588
131
$726K 0.08%
9,612
-171
132
$724K 0.08%
38,940
+580
133
$720K 0.08%
26,259
-3,150
134
$716K 0.08%
11,937
+114
135
$714K 0.08%
+33,522
136
$693K 0.07%
7,951
-585
137
$692K 0.07%
21,278
+15
138
$692K 0.07%
27,610
-1,967
139
$678K 0.07%
10,257
+219
140
$677K 0.07%
39,966
-2,882
141
$673K 0.07%
18,949
-1,942
142
$661K 0.07%
8,454
+25
143
$658K 0.07%
7,682
-146
144
$656K 0.07%
4,883
+30
145
$648K 0.07%
+30,993
146
$646K 0.07%
+30,931
147
$641K 0.07%
11,499
+482
148
$633K 0.07%
4,590
-13,562
149
$633K 0.07%
9,609
+14
150
$615K 0.07%
14,016
+414
4 5
6
7 8