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
$72.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$15.3M
3 +$6.81M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.39M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.8M 23.06%
+175,670
2
$15.3M 21.02%
+146,647
3
$6.81M 9.35%
+92,335
4
$6.39M 8.77%
+104,990
5
$6.14M 8.43%
+131,722
6
$4.98M 6.84%
+49,008
7
$3M 4.11%
+21,037
8
$2.5M 3.43%
+30,849
9
$1.78M 2.44%
+44,437
10
$1.2M 1.65%
+30,513
11
$801K 1.1%
+18,198