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
101
$3.6M 0.18%
10,877
+36
102
$3.55M 0.18%
44,569
-905
103
$3.52M 0.18%
68,273
+3,916
104
$3.51M 0.18%
7,684
+476
105
$3.47M 0.18%
36,143
-1,698
106
$3.45M 0.18%
16,665
-464
107
$3.38M 0.17%
159,803
+129,497
108
$3.3M 0.17%
10,451
+723
109
$3.24M 0.16%
38,107
+7,041
110
$3.2M 0.16%
20,152
+1,378
111
$3.2M 0.16%
15,801
-732
112
$3.18M 0.16%
13,738
-250
113
$3.15M 0.16%
24,570
+266
114
$3.07M 0.16%
36,816
+1,488
115
$3.01M 0.15%
+29,355
116
$2.9M 0.15%
62,344
+3,807
117
$2.77M 0.14%
39,654
+882
118
$2.74M 0.14%
13,774
+1,099
119
$2.7M 0.14%
22,430
+1,052
120
$2.7M 0.14%
7,878
-116
121
$2.6M 0.13%
18,335
122
$2.56M 0.13%
28,326
+4,337
123
$2.53M 0.13%
27,268
+465
124
$2.53M 0.13%
16,667
+118
125
$2.52M 0.13%
46,178
+2,773
3 4
5
6 7