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
$1.97B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$27.6M
3
+$4.93M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.01M
5
LHCG
LHC Group LLC
LHCG
+$3.9M

Top Sells

1
+$27.6M
2
+$644K
3
+$604K
4
TWTR
Twitter, Inc.
TWTR
+$572K
5
CLMT icon
Calumet Specialty Products
CLMT
+$564K

Sector Composition

1 Energy 8.57%
2 Technology 7.8%
3 Healthcare 6.16%
4 Financials 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$502K 0.03%
2,662
-3
227
$500K 0.03%
+19,896
228
$491K 0.02%
30,500
+244
229
$488K 0.02%
20,624
+1,134
230
$484K 0.02%
+16,135
231
$482K 0.02%
11,679
+89
232
$479K 0.02%
2,172
+358
233
$475K 0.02%
1,108
+369
234
$475K 0.02%
3,028
+56
235
$469K 0.02%
6,129
+281
236
$468K 0.02%
4,749
+354
237
$464K 0.02%
37,997
+8,454
238
$451K 0.02%
+16,784
239
$437K 0.02%
331
240
$436K 0.02%
5,020
+1,942
241
$435K 0.02%
37,673
242
$427K 0.02%
+4,885
243
$415K 0.02%
5,033
+942
244
$409K 0.02%
5,264
+1,174
245
$406K 0.02%
+4,892
246
$406K 0.02%
3,295
+2,446
247
$400K 0.02%
39,607
-800
248
$398K 0.02%
+1,690
249
$393K 0.02%
5,802
+2
250
$383K 0.02%
6,228
+2,631
8 9
10
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