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
126
$2.5M 0.13%
55,678
-5,099
127
$2.5M 0.13%
9,373
-2,417
128
$2.49M 0.13%
9,780
+643
129
$2.43M 0.12%
4,409
+1,089
130
$2.39M 0.12%
1,186
+52
131
$2.28M 0.12%
6,497
+1,862
132
$2.24M 0.11%
121,674
+16,096
133
$2.24M 0.11%
16,881
+266
134
$2.22M 0.11%
7,192
+128
135
$2.04M 0.1%
10,023
+1,095
136
$1.97M 0.1%
39,291
+6,495
137
$1.96M 0.1%
23,487
-1,576
138
$1.92M 0.1%
29,893
+3,113
139
$1.87M 0.1%
110,889
-33,385
140
$1.79M 0.09%
25,141
+4,021
141
$1.74M 0.09%
24,177
+6,193
142
$1.68M 0.09%
+24,338
143
$1.66M 0.08%
+9,387
144
$1.63M 0.08%
27,160
145
$1.62M 0.08%
31,847
+2,340
146
$1.62M 0.08%
23,597
+1,212
147
$1.59M 0.08%
64,282
+7,493
148
$1.58M 0.08%
23,452
-3,187
149
$1.56M 0.08%
4,631
+347
150
$1.55M 0.08%
18,112
-490
4 5
6
7 8