LFWA
LBJ Family Wealth Advisors Portfolio holdings
AUM
$183M
1-Year Est. Return
14.2%
1 Year Est. Return
+14.2%
AUM
$172M
AUM Growth
+$15.3M
(+9.7%)
Holding
29
Top Buys
| 1 | +$251K | |
| 2 | +$149K | |
| 3 | +$129K | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$80.3K |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$72.7K |
Top Sells
| 1 | +$247K | |
| 2 | +$203K | |
| 3 | +$78K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$43K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$39.9K |
Sector Composition
| 1 | Energy | 1.37% |
| 2 | Financials | 1.05% |
| 3 | Technology | 0.53% |
| 4 | Consumer Staples | 0.33% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Information Technology ETF
VGT
$114B
| $268K | 0.16% |
404
|
|
||
27
NVIDIA
NVDA
$4.93T
| $251K | 0.15% |
+1,592
|
|
||
28
Apple
AAPL
$4T
| – | – |
-916
|
|
||
29
Shattuck Labs
STTK
$92M
| – | – |
-82,177
|
|