LFWA
LBJ Family Wealth Advisors Portfolio holdings
AUM
$183M
1-Year Est. Return
14.2%
1 Year Est. Return
+14.2%
AUM
$183M
AUM Growth
+$11.5M
(+6.7%)
Holding
29
Top Buys
| 1 | +$244K | |
| 2 | +$234K | |
| 3 | +$196K | |
| 4 |
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
|
+$172K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$44K |
Top Sells
| 1 | +$423K | |
| 2 | +$421K | |
| 3 | +$129K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$125K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$95.4K |
Sector Composition
| 1 | Energy | 1.34% |
| 2 | Financials | 1.04% |
| 3 | Technology | 0.67% |
| 4 | Consumer Staples | 0.32% |
| 5 | Healthcare | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Information Technology ETF
VGT
$114B
| $302K | 0.16% |
404
|
|
||
27
NVIDIA
NVDA
$4.93T
| $297K | 0.16% |
1,592
|
|
||
28
Apple
AAPL
$4T
| $234K | 0.13% |
+917
|
|
||
29
Shattuck Labs
STTK
$92M
| $196K | 0.11% |
+82,177
|
|