LFWA
LBJ Family Wealth Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
15.12%
This Fund
S&P 500
1 Year Est. Return
+15.12%
AUM
$182M
AUM Growth
-$1.58M
(-0.86%)
Holding
29
Top Buys
| 1 | +$122K | |
| 2 | +$103K | |
| 3 | +$84.8K | |
| 4 |
Apple
AAPL
|
+$80.8K |
| 5 |
Vanguard Russell 2000 Value ETF
VTWV
|
+$50.3K |
Top Sells
| 1 | +$1.57M | |
| 2 | +$966K | |
| 3 | +$764K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$302K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$176K |
Sector Composition
| 1 | Energy | 1.44% |
| 2 | Financials | 1.06% |
| 3 | Technology | 0.65% |
| 4 | Consumer Staples | 0.28% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Shattuck Labs
STTK
$377M
| $300K | 0.17% |
82,177
|
|
||
27
NVIDIA
NVDA
$4.42T
| $297K | 0.16% |
1,592
|
|
||
28
Vanguard Information Technology ETF
VGT
$110B
| $260K | 0.14% |
345
-59
|
|
||
29
Blackstone
BX
$87B
| $256K | 0.14% |
1,660
-300
|
|