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
176
$986K 0.05%
4,153
+148
177
$972K 0.05%
+14,884
178
$957K 0.05%
19,149
-899
179
$932K 0.05%
20,470
180
$923K 0.05%
28,130
181
$919K 0.05%
12,209
-1,872
182
$915K 0.05%
6,596
+379
183
$894K 0.05%
8,474
+2,180
184
$880K 0.04%
26,967
+3,249
185
$871K 0.04%
4,997
+1,199
186
$863K 0.04%
25,629
+12,941
187
$858K 0.04%
4,027
+194
188
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26,063
+4,334
189
$847K 0.04%
11,419
+4,162
190
$836K 0.04%
11,616
+3,267
191
$809K 0.04%
2,886
-23
192
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193
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194
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21,940
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195
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4,445
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196
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20,540
197
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10,247
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198
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3,820
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199
$724K 0.04%
24,581
+5,015
200
$713K 0.04%
6,173
+442
6 7
8
9 10