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
151
$1.54M 0.08%
32,493
+2,907
152
$1.5M 0.08%
26,185
+860
153
$1.43M 0.07%
5,984
+1,164
154
$1.42M 0.07%
25,001
+1
155
$1.41M 0.07%
+57,310
156
$1.39M 0.07%
9,535
+509
157
$1.36M 0.07%
29,060
+1
158
$1.34M 0.07%
10,188
-1,944
159
$1.31M 0.07%
9,864
-380
160
$1.3M 0.07%
13,784
+2,236
161
$1.29M 0.07%
8,631
+2,038
162
$1.26M 0.06%
10,709
+4,250
163
$1.25M 0.06%
19,985
+1,158
164
$1.25M 0.06%
31,969
+19,762
165
$1.24M 0.06%
+77,507
166
$1.22M 0.06%
3,336
+522
167
$1.18M 0.06%
99,433
+34,342
168
$1.17M 0.06%
9,191
+2,607
169
$1.12M 0.06%
22,344
+5,258
170
$1.12M 0.06%
36,112
+201
171
$1.1M 0.06%
+33,636
172
$1.08M 0.05%
30,011
-323
173
$1.02M 0.05%
18,988
+5,081
174
$1.01M 0.05%
14,310
+1,330
175
$994K 0.05%
9,550
+4,445
5 6
7
8 9