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
$169M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$1.05M
2 +$467K
3 +$200K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$91.7K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$72.9K

Sector Composition

1 Energy 1.48%
2 Financials 1.08%
3 Consumer Staples 0.54%
4 Technology 0.47%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$277K 0.16%
720
27
$237K 0.14%
404
28
$220K 0.13%
+944
29
-1,621