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
26
$12.5M 0.64%
47,464
+346
27
$12.4M 0.63%
290,005
-10,263
28
$12.3M 0.62%
239,353
+9,519
29
$11.9M 0.6%
26,808
-26
30
$11.9M 0.6%
358,000
+5,078
31
$11.8M 0.6%
45,040
+332
32
$11.5M 0.59%
16,265
+147
33
$11.4M 0.58%
46,387
+1,094
34
$11.4M 0.58%
103,596
+3,852
35
$11.4M 0.58%
135,745
+610
36
$11.3M 0.57%
65,096
+3,025
37
$11.1M 0.56%
41,694
+18
38
$11.1M 0.56%
118,772
+2,152
39
$11.1M 0.56%
245,847
+26,885
40
$10.9M 0.55%
45,037
+1,501
41
$10.8M 0.55%
149,794
+1,153
42
$10.7M 0.54%
217,756
+3,615
43
$10.7M 0.54%
80,243
-3,909
44
$10.4M 0.53%
101,253
+6,318
45
$10.2M 0.52%
286,491
+31,329
46
$10.1M 0.51%
211,834
+9,113
47
$10.1M 0.51%
240,060
+6,170
48
$10M 0.51%
554,493
+11,585
49
$9.91M 0.5%
97,871
+1,715
50
$9.74M 0.49%
45,448
+811
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2
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