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
201
$353K 0.04%
5,448
202
$352K 0.04%
2,760
+235
203
$351K 0.04%
4,437
+246
204
$347K 0.04%
11,744
+3,080
205
$334K 0.04%
5,187
+7
206
$334K 0.04%
7,006
+121
207
$329K 0.04%
15,496
+197
208
$329K 0.04%
4,708
209
$325K 0.04%
4,284
210
$321K 0.04%
3,433
-25
211
$319K 0.04%
3,186
+754
212
$319K 0.04%
15,354
213
$316K 0.03%
5,720
214
$315K 0.03%
3,579
215
$315K 0.03%
10,282
216
$314K 0.03%
14,067
+254
217
$314K 0.03%
31,530
+800
218
$312K 0.03%
10,105
+2,043
219
$309K 0.03%
4,228
+3
220
$304K 0.03%
4,910
+88
221
$303K 0.03%
5,240
+240
222
$300K 0.03%
+4,661
223
$300K 0.03%
2,324
-28
224
$296K 0.03%
4,050
225
$294K 0.03%
8,500
7 8
9
10 11