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
201
$702K 0.04%
15,366
+5,504
202
$691K 0.04%
4,405
+313
203
$686K 0.03%
4,885
+81
204
$684K 0.03%
10,566
+4,222
205
$681K 0.03%
4,611
+304
206
$667K 0.03%
14,379
+6,864
207
$664K 0.03%
5,678
+36
208
$659K 0.03%
+17,001
209
$658K 0.03%
3,756
+40
210
$640K 0.03%
9,605
+1,675
211
$639K 0.03%
19,447
+3,601
212
$631K 0.03%
4,654
+955
213
$621K 0.03%
+42,500
214
$607K 0.03%
1,562
+301
215
$596K 0.03%
3,064
+488
216
$589K 0.03%
5,060
+359
217
$588K 0.03%
1,109
+163
218
$583K 0.03%
6,978
219
$555K 0.03%
4,463
+567
220
$554K 0.03%
3,817
+181
221
$533K 0.03%
4,130
-25
222
$533K 0.03%
35,655
+15,084
223
$532K 0.03%
+7,244
224
$522K 0.03%
9,016
-2,828
225
$517K 0.03%
+3,029
7 8
9
10 11