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
151
$614K 0.07%
15,308
-499
152
$603K 0.06%
12,726
+658
153
$601K 0.06%
54,471
-1,053
154
$597K 0.06%
7,150
155
$597K 0.06%
22,936
-548
156
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5,585
+1
157
$594K 0.06%
+7,202
158
$572K 0.06%
5,783
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159
$564K 0.06%
5,210
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160
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7,052
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161
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15,865
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162
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20,642
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163
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22,465
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164
$543K 0.06%
12,544
+124
165
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3,488
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166
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167
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168
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169
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171
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172
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173
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11,417
+1,902
174
$492K 0.05%
3,974
-4,947
175
$484K 0.05%
20,106
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7
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