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
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
-20,000
335
-13,054
336
-16,825