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
151
$953K 0.07%
6,830
-62
152
$922K 0.06%
29,078
+15
153
$878K 0.06%
6,520
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154
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5,237
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155
$862K 0.06%
8,430
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156
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25,304
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157
$839K 0.06%
21,098
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158
$832K 0.06%
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159
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4,652
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160
$821K 0.06%
7,856
-1,405
161
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8,201
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162
$813K 0.06%
27,851
163
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29,352
164
$750K 0.05%
18,335
165
$731K 0.05%
54,040
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166
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34,011
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167
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168
$692K 0.05%
13,255
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169
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5,569
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170
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5,849
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171
$649K 0.04%
2,914
-165
172
$628K 0.04%
7,773
-2,162
173
$627K 0.04%
9,292
174
$604K 0.04%
6,992
-464
175
$603K 0.04%
17,627
+280