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
176
$482K 0.05%
17,476
-62
177
$481K 0.05%
+8,066
178
$478K 0.05%
+4,409
179
$467K 0.05%
3,083
+681
180
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+399
181
$461K 0.05%
13,150
-260
182
$460K 0.05%
18,591
-517
183
$438K 0.05%
5,670
184
$435K 0.05%
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185
$430K 0.05%
8,189
+1
186
$421K 0.05%
9,808
-20
187
$402K 0.04%
10,524
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188
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12,684
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189
$401K 0.04%
7,006
190
$396K 0.04%
5,065
-390
191
$392K 0.04%
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192
$387K 0.04%
15,157
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193
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194
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5,300
-600
195
$376K 0.04%
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196
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197
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15,738
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198
$359K 0.04%
23,311
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199
$359K 0.04%
4,368
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200
$354K 0.04%
4,708
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