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
276
$312K 0.02%
+3,437
277
$310K 0.02%
4,533
-512
278
$303K 0.02%
21,500
+500
279
$302K 0.02%
+1,740
280
$302K 0.02%
1,911
+3
281
$301K 0.02%
+5,783
282
$294K 0.01%
1,143
+62
283
$294K 0.01%
+2,591
284
$293K 0.01%
5,298
+200
285
$292K 0.01%
+1,404
286
$291K 0.01%
+173,224
287
$290K 0.01%
+1,548
288
$287K 0.01%
+10,688
289
$283K 0.01%
+11,229
290
$279K 0.01%
+2,520
291
$276K 0.01%
+3,555
292
$275K 0.01%
1,281
293
$270K 0.01%
2,412
+408
294
$270K 0.01%
1,345
295
$267K 0.01%
2,714
+38
296
$266K 0.01%
666
297
$265K 0.01%
+5,885
298
$262K 0.01%
2,085
+19
299
$261K 0.01%
1,051
+1
300
$257K 0.01%
1,542
+1
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