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
$172M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$149K
3
+$129K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$80.3K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$72.7K

Top Sells

1
+$247K
2
+$203K
3
+$78K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$43K
5
IWF icon
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
$268K 0.16%
404
27
$251K 0.15%
+1,592
28
– –
-916
29
– –
-82,177
1
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