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
251
$376K 0.02%
1,516
-53
252
$373K 0.02%
10,920
+1,757
253
$372K 0.02%
45,086
+1,000
254
$368K 0.02%
2,708
+279
255
$367K 0.02%
1,662
256
$361K 0.02%
29,040
+6,390
257
$361K 0.02%
+2,412
258
$357K 0.02%
1,095
+148
259
$354K 0.02%
1,056
+122
260
$353K 0.02%
2,724
+372
261
$342K 0.02%
9,167
+227
262
$341K 0.02%
+2,810
263
$335K 0.02%
16,371
-3,456
264
$335K 0.02%
7,171
+2,292
265
$332K 0.02%
+26,147
266
$332K 0.02%
3,494
+291
267
$331K 0.02%
6,728
+40
268
$321K 0.02%
2,361
+175
269
$320K 0.02%
2,479
+195
270
$318K 0.02%
5,804
+3
271
$318K 0.02%
3,018
+33
272
$316K 0.02%
+4,810
273
$313K 0.02%
3,122
+348
274
$313K 0.02%
+1,703
275
$313K 0.02%
6,169
+118
9 10
11
12 13