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
51
$9.64M 0.49%
58,324
+83
52
$9.45M 0.48%
45,494
+2,184
53
$9.29M 0.47%
161,690
+2,462
54
$8.92M 0.45%
58,805
+403
55
$8.61M 0.44%
22,520
+424
56
$8.45M 0.43%
85,176
-265
57
$8.45M 0.43%
76,117
+6,491
58
$7.87M 0.4%
93,726
+4,457
59
$7.87M 0.4%
156,157
+192
60
$7.83M 0.4%
55,563
+203
61
$7.68M 0.39%
190,997
-5,111
62
$7.61M 0.39%
217,509
+8,421
63
$7.49M 0.38%
55,186
+269
64
$7.25M 0.37%
183,921
-759
65
$7.21M 0.37%
121,009
+6,977
66
$7.15M 0.36%
158,039
+3,745
67
$7.05M 0.36%
32,908
+1,211
68
$7.04M 0.36%
185,874
-362
69
$6.89M 0.35%
158,000
+3,277
70
$6.59M 0.33%
38,378
+1,036
71
$6.51M 0.33%
151,382
+6,513
72
$6.46M 0.33%
105,394
-2,867
73
$6.46M 0.33%
72,828
+5,770
74
$6.36M 0.32%
18,288
+1,612
75
$5.71M 0.29%
236,877
+70,600
1 2
3
4 5