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
301
$257K 0.01%
+5,380
302
$257K 0.01%
1,818
303
$253K 0.01%
1,110
+173
304
$252K 0.01%
3,089
-1,144
305
$247K 0.01%
+3,524
306
$244K 0.01%
922
+103
307
$242K 0.01%
4,242
-245
308
$240K 0.01%
52,737
-45,875
309
$240K 0.01%
57,764
310
$237K 0.01%
+9,045
311
$236K 0.01%
14,010
+3,010
312
$234K 0.01%
+4,135
313
$231K 0.01%
1,298
+65
314
$216K 0.01%
6,797
-1,962
315
$214K 0.01%
+3,456
316
$213K 0.01%
+2,074
317
$211K 0.01%
+387
318
$209K 0.01%
+4,646
319
$208K 0.01%
+3,759
320
$202K 0.01%
+4,051
321
$202K 0.01%
+2,135
322
$201K 0.01%
+3,134
323
$188K 0.01%
19,235
+5,306
324
$183K 0.01%
15,750
+2,035
325
$162K 0.01%
+15,612
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