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
126
$792K 0.07%
21,482
+28
127
$787K 0.07%
430
+4
128
$781K 0.07%
12,339
+469
129
$777K 0.07%
13,166
130
$772K 0.07%
66,178
+1,191
131
$754K 0.06%
25,801
-4,838
132
$752K 0.06%
6,879
-736
133
$747K 0.06%
7,000
134
$738K 0.06%
8,057
135
$735K 0.06%
3,940
+2,206
136
$729K 0.06%
6,288
-95
137
$729K 0.06%
12,791
+101
138
$721K 0.06%
25,000
139
$697K 0.06%
26,760
-474
140
$694K 0.06%
5,548
+20
141
$688K 0.06%
32,623
+10
142
$686K 0.06%
27,078
+35
143
$684K 0.06%
3,198
144
$678K 0.06%
+82,120
145
$672K 0.06%
3,517
+8
146
$666K 0.06%
7,846
147
$643K 0.06%
30,665
+11
148
$624K 0.05%
12,656
149
$618K 0.05%
13,160
-1,228
150
$593K 0.05%
3,974
+2
4 5
6
7 8