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
76
$5.69M 0.29%
215,184
+8,784
77
$5.63M 0.29%
144,433
+10,690
78
$5.53M 0.28%
268,074
+32,509
79
$5.46M 0.28%
56,334
-294
80
$5.44M 0.28%
70,040
-319
81
$5.39M 0.27%
91,641
-639
82
$5.18M 0.26%
159,813
+5,462
83
$5.16M 0.26%
21,114
+350
84
$5.11M 0.26%
81,092
+3,283
85
$5.09M 0.26%
57,658
-361
86
$4.9M 0.25%
94,818
+5,705
87
$4.81M 0.24%
64,010
-614
88
$4.81M 0.24%
75,589
+48,355
89
$4.75M 0.24%
15,420
+3,223
90
$4.68M 0.24%
94,608
+1,018
91
$4.45M 0.23%
21,153
+916
92
$4.04M 0.21%
38,750
+3,537
93
$4.01M 0.2%
+72,796
94
$3.96M 0.2%
63,981
+5,904
95
$3.91M 0.2%
47,807
+2,845
96
$3.91M 0.2%
281,192
+201,136
97
$3.9M 0.2%
+24,100
98
$3.7M 0.19%
24,662
-1,065
99
$3.62M 0.18%
17,079
+1,466
100
$3.61M 0.18%
14,531
-420
2 3
4
5 6