LW

Linscomb Wealth Portfolio holdings

AUM $2.38B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$49.1M
2
+$26.3M
3
+$4.89M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.12M
5
LHCG
LHC Group LLC
LHCG
+$3.98M

Top Sells

1
+$26.6M
2
+$668K
3
+$608K
4
TWTR
Twitter, Inc.
TWTR
+$572K
5
CLMT icon
Calumet Specialty Products
CLMT
+$538K

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
326
$122K 0.01%
+10,847
327
$99.9K 0.01%
10,538
-6,678
328
$95.3K ﹤0.01%
10,364
-323
329
$92.9K ﹤0.01%
16,708
+1,708
330
$73.9K ﹤0.01%
+11,919
331
$54.1K ﹤0.01%
55,200
+10,000
332
$7K ﹤0.01%
+1,000
333
$6.66K ﹤0.01%
1,431
334
– –
-16,825
335
– –
-20,000
336
– –
-13,054
10 11 12 13
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