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
176
$487K 0.04%
3,755
+44
177
$467K 0.04%
8,256
178
$463K 0.04%
7,206
+3
179
$463K 0.04%
4,293
180
$460K 0.04%
2,563
+69
181
$455K 0.04%
9,253
-148
182
$454K 0.04%
8,980
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183
$450K 0.04%
8,377
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184
$450K 0.04%
6,312
-100
185
$445K 0.04%
9,413
+45
186
$443K 0.04%
12,303
-4,224
187
$442K 0.04%
4,833
+28
188
$436K 0.04%
11,322
-38
189
$433K 0.04%
7,150
190
$427K 0.04%
10,380
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191
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3,982
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192
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13,275
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193
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1,305
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194
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4,367
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195
$407K 0.03%
22,479
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196
$366K 0.03%
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197
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3,043
+53
198
$341K 0.03%
6,317
+6
199
$336K 0.03%
3,023
200
$335K 0.03%
5,588
-104
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8
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