LFWA

LBJ Family Wealth Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 14.2%
This Quarter Est. Return
1 Year Est. Return
+14.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$602K
3 +$371K
4
STTK icon
Shattuck Labs
STTK
+$317K
5
NVDA icon
NVIDIA
NVDA
+$200K

Sector Composition

1 Energy 1.54%
2 Financials 0.96%
3 Consumer Staples 0.53%
4 Technology 0.5%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$269K 0.17%
720
27
$233K 0.15%
404
-31
28
$200K 0.13%
+1,621