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
$168M
AUM Growth
-$784K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$224K
2 +$214K
3 +$115K
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$86.5K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$76.5K

Sector Composition

1 Energy 1.5%
2 Financials 1.17%
3 Technology 0.6%
4 Consumer Staples 0.46%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$229K 0.14%
915
-29
27
$214K 0.13%
+1,592
28
$161K 0.1%
2,734
-3,768
29
$99K 0.06%
82,177