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
$906M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.62M
3
+$2.25M
4
AMGN icon
Amgen
AMGN
+$1.47M
5
DE icon
Deere & Co
DE
+$1.44M

Top Sells

1
+$8.26M
2
+$6.32M
3
+$5.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.75M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.89M

Sector Composition

1 Energy 17.08%
2 Industrials 3.23%
3 Healthcare 3.02%
4 Technology 2.62%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$489K 0.05%
6,758
+447
177
$475K 0.05%
10,258
-2,399
178
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17,488
-176
179
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9,380
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180
$465K 0.05%
5,312
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181
$459K 0.05%
8,692
-500
182
$453K 0.05%
5,242
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183
$452K 0.05%
5,585
-1,000
184
$443K 0.05%
15,142
+1,688
185
$442K 0.05%
4,979
+353
186
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10,944
+1,144
187
$413K 0.05%
10,948
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188
$413K 0.05%
3,910
-351
189
$411K 0.05%
9,412
-616
190
$402K 0.04%
23,561
-2,296
191
$400K 0.04%
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192
$396K 0.04%
11,016
+862
193
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4,168
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194
$386K 0.04%
5,079
+128
195
$382K 0.04%
4,237
196
$376K 0.04%
3,709
+27
197
$374K 0.04%
8,500
+300
198
$372K 0.04%
5,670
199
$369K 0.04%
4,281
+573
200
$367K 0.04%
10,268
-664
6 7
8
9 10