LFWA

LBJ Family Wealth Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$27.1K
3
+$14.9K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.97K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$4.09K

Top Sells

1
+$1.32M
2
+$1.07M
3
+$750K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$737K
5
NVDA icon
NVIDIA
NVDA
+$214K

Sector Composition

1 Energy 1.66%
2 Financials 1.08%
3 Consumer Staples 0.47%
4 Technology 0.45%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.14%
404
27
$203K 0.13%
916
+1
28
$78K 0.05%
82,177
29
– –
-1,592
1
2