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
201
$331K 0.03%
9,923
+741
202
$330K 0.03%
16,232
+55
203
$328K 0.03%
4,677
204
$326K 0.03%
5,808
205
$322K 0.03%
7,686
-3,830
206
$320K 0.03%
2,969
207
$320K 0.03%
1,634
208
– –
0
209
$315K 0.03%
3,482
+255
210
$312K 0.03%
+4,207
211
$311K 0.03%
4,147
+13
212
$309K 0.03%
12,236
213
$305K 0.03%
1,482
-131
214
$292K 0.03%
1,633
-3
215
$291K 0.03%
5,612
-653
216
$288K 0.02%
2,813
-198
217
$287K 0.02%
1,997
+104
218
$286K 0.02%
3,583
+268
219
$285K 0.02%
1,390
+90
220
$283K 0.02%
7,004
-149
221
$278K 0.02%
+3,830
222
$278K 0.02%
2,878
+153
223
$274K 0.02%
2,076
224
$270K 0.02%
2,935
-100
225
$267K 0.02%
15,745
+500
7 8
9
10 11