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
$67.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$12.6M
3 +$7.15M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.52M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.5M 21.57%
+166,245
2
$12.6M 18.71%
+133,613
3
$7.15M 10.65%
+108,210
4
$5.52M 8.22%
+81,765
5
$5.14M 7.66%
+118,064
6
$4.34M 6.47%
+43,636
7
$2.45M 3.64%
+17,602
8
$2.1M 3.13%
+29,690
9
$1.77M 2.63%
+45,619
10
$1.08M 1.6%
+28,177
11
$767K 1.14%
+17,814