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
151
$592K 0.05%
8,133
+1,616
152
$588K 0.05%
5,965
-1,135
153
$578K 0.05%
57,764
154
$573K 0.05%
15,640
+668
155
$566K 0.05%
32,589
-6,069
156
$564K 0.05%
10,918
157
$561K 0.05%
5,918
-465
158
$556K 0.05%
3,813
159
$550K 0.05%
7,088
-476
160
$527K 0.05%
4,245
-53
161
$527K 0.05%
2,904
+185
162
$524K 0.05%
3,297
-588
163
$523K 0.04%
13,438
+27
164
$521K 0.04%
12,803
-630
165
$520K 0.04%
3,166
-53
166
$517K 0.04%
6,649
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167
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3,517
168
$509K 0.04%
9,934
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169
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3,715
-324
170
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3,629
-302
171
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14,333
-169
172
$493K 0.04%
4,120
173
$492K 0.04%
14,064
+53
174
$490K 0.04%
6,046
+240
175
$490K 0.04%
29,067
+9,683
5 6
7
8 9